ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,426,351 | -7.6% | 55,178 | -4.2% | 0.01% | -16.7% |
| Q2 2023 | $1,544,229 | +23.9% | 57,599 | +22.4% | 0.01% | +20.0% |
| Q1 2023 | $1,246,090 | +7.7% | 47,040 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $1,157,222 | +23.9% | 47,040 | +5.5% | 0.01% | +20.0% |
| Q3 2022 | $934,000 | -8.8% | 44,606 | +2.4% | 0.01% | -28.6% |
| Q2 2022 | $1,024,000 | -15.0% | 43,540 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $1,205,000 | -5.7% | 43,540 | -1.2% | 0.01% | -11.1% |
| Q4 2021 | $1,278,000 | -21.5% | 44,081 | -21.4% | 0.01% | -35.7% |
| Q3 2021 | $1,627,000 | -30.5% | 56,049 | -28.1% | 0.01% | -36.4% |
| Q2 2021 | $2,341,000 | +9.1% | 77,911 | +4.2% | 0.02% | -4.3% |
| Q1 2021 | $2,146,000 | +2.7% | 74,743 | -3.4% | 0.02% | -17.9% |
| Q4 2020 | $2,090,000 | – | 77,350 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,144,643 | $154,597,000 | 12.26% |
| MERIDIAN MANAGEMENT CO | 1,020,316 | $30,660,000 | 9.04% |
| BALASA DINVERNO & FOLTZ LLC | 2,127,876 | $63,943,000 | 4.60% |
| Clearwater Capital Advisors, LLC | 1,134,023 | $34,077,000 | 3.96% |
| Wade Financial Advisory, Inc | 239,349 | $7,192,000 | 3.94% |
| Callan Capital, LLC | 621,653 | $18,681,000 | 3.25% |
| Beirne Wealth Consulting Services, LLC | 176,756 | $5,316,000 | 2.92% |
| RHS Financial, LLC | 122,523 | $3,682,000 | 2.75% |
| LINCOLN CAPITAL CORP | 124,531 | $3,742,000 | 2.13% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 647,145 | $19,447,000 | 2.00% |