ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |