ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,648,022 | +561.1% | 102,438 | +585.7% | 0.00% | – |
| Q2 2023 | $400,541 | -15.9% | 14,940 | -5.8% | 0.00% | – |
| Q2 2021 | $476,000 | -92.0% | 15,856 | -92.4% | 0.00% | -100.0% |
| Q1 2021 | $5,965,000 | +433.1% | 207,752 | +351.2% | 0.00% | – |
| Q3 2020 | $1,119,000 | +22.7% | 46,044 | +2.3% | 0.00% | – |
| Q1 2020 | $912,000 | -38.8% | 44,992 | -22.9% | 0.00% | -100.0% |
| Q3 2019 | $1,489,000 | -70.8% | 58,378 | -69.9% | 0.00% | -50.0% |
| Q2 2019 | $5,093,000 | -8.7% | 193,952 | -2.3% | 0.00% | 0.0% |
| Q3 2018 | $5,576,000 | -21.0% | 198,561 | -18.8% | 0.00% | -50.0% |
| Q1 2018 | $7,061,000 | +713.5% | 244,416 | +712.2% | 0.00% | +300.0% |
| Q4 2017 | $868,000 | -76.4% | 30,093 | -77.0% | 0.00% | -66.7% |
| Q3 2017 | $3,673,000 | +584.0% | 130,986 | +539.5% | 0.00% | – |
| Q2 2017 | $537,000 | -56.2% | 20,482 | -60.3% | 0.00% | -100.0% |
| Q3 2016 | $1,227,000 | +255.7% | 51,554 | +233.8% | 0.00% | – |
| Q2 2016 | $345,000 | – | 15,445 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,144,643 | $154,597,000 | 12.26% |
| MERIDIAN MANAGEMENT CO | 1,020,316 | $30,660,000 | 9.04% |
| BALASA DINVERNO & FOLTZ LLC | 2,127,876 | $63,943,000 | 4.60% |
| Clearwater Capital Advisors, LLC | 1,134,023 | $34,077,000 | 3.96% |
| Wade Financial Advisory, Inc | 239,349 | $7,192,000 | 3.94% |
| Callan Capital, LLC | 621,653 | $18,681,000 | 3.25% |
| Beirne Wealth Consulting Services, LLC | 176,756 | $5,316,000 | 2.92% |
| RHS Financial, LLC | 122,523 | $3,682,000 | 2.75% |
| LINCOLN CAPITAL CORP | 124,531 | $3,742,000 | 2.13% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 647,145 | $19,447,000 | 2.00% |