ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $653,508 | +1.1% | 24,670 | -6.1% | 0.00% | 0.0% |
| Q4 2022 | $646,361 | +10.5% | 26,274 | -6.0% | 0.00% | 0.0% |
| Q3 2022 | $585,000 | -6.8% | 27,938 | +4.6% | 0.00% | 0.0% |
| Q2 2022 | $628,000 | -11.7% | 26,698 | +3.8% | 0.00% | 0.0% |
| Q1 2022 | $711,000 | -2.9% | 25,711 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $732,000 | +0.5% | 25,386 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $728,000 | +3.3% | 25,089 | +6.9% | 0.00% | 0.0% |
| Q2 2021 | $705,000 | -11.4% | 23,466 | -15.4% | 0.00% | -50.0% |
| Q1 2021 | $796,000 | -63.6% | 27,724 | -65.6% | 0.00% | -60.0% |
| Q4 2020 | $2,187,000 | +6.1% | 80,477 | -5.2% | 0.01% | -16.7% |
| Q3 2020 | $2,062,000 | +43.0% | 84,873 | +34.9% | 0.01% | +20.0% |
| Q2 2020 | $1,442,000 | +2.3% | 62,918 | -9.6% | 0.01% | -16.7% |
| Q1 2020 | $1,410,000 | +211.9% | 69,601 | +316.4% | 0.01% | +500.0% |
| Q4 2019 | $452,000 | +5.9% | 16,716 | -0.1% | 0.00% | -50.0% |
| Q3 2019 | $427,000 | -83.8% | 16,738 | -83.3% | 0.00% | -80.0% |
| Q2 2019 | $2,630,000 | -5.9% | 100,136 | -5.7% | 0.01% | -16.7% |
| Q1 2019 | $2,795,000 | +31.8% | 106,158 | +18.7% | 0.01% | +9.1% |
| Q4 2018 | $2,120,000 | -66.7% | 89,402 | -60.6% | 0.01% | -62.1% |
| Q3 2018 | $6,365,000 | +8.3% | 226,657 | +6.6% | 0.03% | -3.3% |
| Q2 2018 | $5,875,000 | +0.4% | 212,640 | +5.0% | 0.03% | -11.8% |
| Q1 2018 | $5,849,000 | +503.0% | 202,469 | +502.4% | 0.03% | +466.7% |
| Q4 2017 | $970,000 | +43.9% | 33,612 | +39.9% | 0.01% | +50.0% |
| Q3 2017 | $674,000 | +84.2% | 24,030 | +72.5% | 0.00% | +33.3% |
| Q2 2017 | $366,000 | – | 13,930 | – | 0.00% | – |
Download | ||||||
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% |