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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $880,338 | -16.7% | 34,056 | -13.6% | 0.01% | -23.5% |
Q2 2023 | $1,056,441 | -2.9% | 39,405 | -4.0% | 0.02% | -15.0% |
Q1 2023 | $1,087,446 | +5.9% | 41,051 | -1.7% | 0.02% | -20.0% |
Q4 2022 | $1,026,857 | +13.8% | 41,741 | -3.1% | 0.02% | -10.7% |
Q3 2022 | $902,000 | -18.6% | 43,073 | -8.5% | 0.03% | -17.6% |
Q2 2022 | $1,108,000 | -23.5% | 47,072 | -10.0% | 0.03% | -27.7% |
Q1 2022 | $1,448,000 | -6.3% | 52,325 | -2.4% | 0.05% | -6.0% |
Q4 2021 | $1,545,000 | -7.0% | 53,592 | -6.3% | 0.05% | -18.0% |
Q3 2021 | $1,661,000 | -7.4% | 57,222 | -4.1% | 0.06% | -15.3% |
Q2 2021 | $1,793,000 | -2.7% | 59,665 | -7.0% | 0.07% | -27.3% |
Q1 2021 | $1,842,000 | -3.3% | 64,170 | -8.5% | 0.10% | -10.8% |
Q4 2020 | $1,905,000 | -14.3% | 70,107 | -23.4% | 0.11% | -27.0% |
Q3 2020 | $2,223,000 | -18.1% | 91,494 | -22.8% | 0.15% | -26.2% |
Q2 2020 | $2,715,000 | +9.7% | 118,459 | -3.0% | 0.21% | -12.3% |
Q1 2020 | $2,474,000 | – | 122,131 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 4,941,912 | $141,882,000 | 11.98% |
MERIDIAN MANAGEMENT CO | 936,142 | $26,877,000 | 8.36% |
BALASA DINVERNO & FOLTZ LLC | 2,071,000 | $59,458,000 | 4.77% |
Clearwater Capital Advisors, LLC | 1,105,054 | $31,726,000 | 3.97% |
Wade Financial Advisory, Inc | 215,452 | $6,186,000 | 3.91% |
RHS Financial, LLC | 159,823 | $4,589,000 | 3.83% |
Callan Capital, LLC | 636,630 | $18,278,000 | 3.32% |
Beirne Wealth Consulting Services, LLC | 156,198 | $4,484,000 | 2.63% |
Keebeck Wealth Management, LLC | 480,305 | $13,790,000 | 2.14% |
LINCOLN CAPITAL CORP | 117,383 | $3,370,000 | 2.10% |