ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,450,000 | -3.1% | 249,388 | +0.7% | 0.01% | -7.7% |
| Q2 2023 | $6,657,000 | -2.1% | 247,734 | -3.5% | 0.01% | -13.3% |
| Q1 2023 | $6,797,000 | +7.0% | 256,676 | -0.8% | 0.02% | 0.0% |
| Q4 2022 | $6,355,000 | +1043.0% | 258,623 | +1158.6% | 0.02% | +400.0% |
| Q4 2019 | $556,000 | -29.1% | 20,549 | -33.0% | 0.00% | -25.0% |
| Q3 2019 | $784,000 | -36.1% | 30,689 | -34.3% | 0.00% | -42.9% |
| Q2 2019 | $1,226,000 | +1.7% | 46,727 | +2.2% | 0.01% | -12.5% |
| Q1 2019 | $1,205,000 | +22.5% | 45,708 | +10.0% | 0.01% | 0.0% |
| Q4 2018 | $984,000 | +116.3% | 41,538 | +156.8% | 0.01% | +166.7% |
| Q3 2018 | $455,000 | +5.6% | 16,178 | +0.6% | 0.00% | -25.0% |
| Q3 2017 | $431,000 | – | 16,074 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,822,481 | $131,075,000 | 11.76% |
| MERIDIAN MANAGEMENT CO | 940,407 | $25,560,000 | 8.20% |
| BALASA DINVERNO & FOLTZ LLC | 1,979,280 | $53,797,000 | 4.46% |
| RHS Financial, LLC | 178,802 | $4,860,000 | 4.17% |
| Wade Financial Advisory, Inc | 210,132 | $5,711,000 | 3.83% |
| Clearwater Capital Advisors, LLC | 986,927 | $26,825,000 | 3.56% |
| Callan Capital, LLC | 641,191 | $17,428,000 | 3.54% |
| Keebeck Wealth Management, LLC | 481,402 | $13,085,000 | 2.28% |
| LINCOLN CAPITAL CORP | 117,227 | $3,186,000 | 2.09% |
| Beirne Wealth Consulting Services, LLC | 154,081 | $4,188,000 | 2.07% |