ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 118 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $252,000 | -24.8% | 12,412 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $335,000 | +3.1% | 12,412 | -2.6% | 0.01% | -14.3% |
| Q3 2019 | $325,000 | -3.0% | 12,746 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $335,000 | -12.8% | 12,746 | -12.6% | 0.02% | -11.8% |
| Q1 2019 | $384,000 | +11.0% | 14,584 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $346,000 | -42.2% | 14,584 | -31.6% | 0.02% | -26.1% |
| Q3 2018 | $599,000 | +17.7% | 21,322 | +15.6% | 0.02% | +4.5% |
| Q2 2018 | $509,000 | +13.4% | 18,441 | +18.5% | 0.02% | +10.0% |
| Q1 2018 | $449,000 | 0.0% | 15,566 | 0.0% | 0.02% | -16.7% |
| Q4 2017 | $449,000 | +3.0% | 15,566 | 0.0% | 0.02% | -4.0% |
| Q3 2017 | $436,000 | +8.7% | 15,566 | +1.9% | 0.02% | -3.8% |
| Q2 2017 | $401,000 | +5.0% | 15,279 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $382,000 | – | 15,279 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 2,307,962 | $59,661 | 14.36% |
| Strategic Financial Services, Inc, | 6,256,905 | $161,740,994 | 12.59% |
| MERIDIAN MANAGEMENT CO | 1,416,426 | $36,614,601 | 11.94% |
| Coulter & Justus Financial Services, LLC | 515,480 | $13,325,151 | 9.69% |
| Clearwater Capital Advisors, LLC | 1,727,204 | $44,648,224 | 5.47% |
| Arden Trust Co | 883,139 | $22,829,161 | 3.80% |
| Stokes Family Office, LLC | 1,082,220 | $27,975,390 | 3.28% |
| Wade Financial Advisory, Inc | 265,912 | $6,873,817 | 2.94% |
| Horizon Family Wealth, Inc. | 111,259 | $2,876,053 | 2.78% |
| Thrive Wealth Management, LLC | 360,985 | $9,331,456 | 2.48% |