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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |