ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 112 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $240 | -44.1% | 8,953 | -44.7% | 0.01% | -41.2% |
| Q1 2023 | $429 | -99.9% | 16,177 | -37.3% | 0.02% | -41.4% |
| Q3 2022 | $540,000 | +33.0% | 25,804 | +49.4% | 0.03% | +31.8% |
| Q2 2022 | $406,000 | +13.1% | 17,267 | +32.9% | 0.02% | +83.3% |
| Q1 2022 | $359,000 | -61.8% | 12,992 | -60.1% | 0.01% | -52.0% |
| Q4 2021 | $940,000 | -56.6% | 32,584 | -59.1% | 0.02% | -83.1% |
| Q4 2020 | $2,165,000 | +16.5% | 79,644 | +4.1% | 0.15% | +7.2% |
| Q3 2020 | $1,859,000 | +6.0% | 76,519 | 0.0% | 0.14% | -0.7% |
| Q2 2020 | $1,754,000 | – | 76,519 | – | 0.14% | – |
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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% |