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 | $2,581,743 | -8.5% | 99,874 | -5.1% | 0.00% | -25.0% |
| Q2 2023 | $2,820,198 | +1.4% | 105,192 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $2,780,867 | +6.9% | 104,978 | -0.7% | 0.00% | 0.0% |
| Q4 2022 | $2,601,854 | +13.5% | 105,763 | -3.4% | 0.00% | 0.0% |
| Q3 2022 | $2,293,000 | -12.1% | 109,484 | -1.2% | 0.00% | 0.0% |
| Q2 2022 | $2,608,000 | -15.0% | 110,850 | -0.1% | 0.00% | -20.0% |
| Q1 2022 | $3,069,000 | -4.0% | 110,922 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $3,197,000 | -1.2% | 110,922 | -0.5% | 0.01% | -16.7% |
| Q3 2021 | $3,235,000 | -5.0% | 111,490 | -1.6% | 0.01% | 0.0% |
| Q2 2021 | $3,404,000 | -0.3% | 113,282 | -4.7% | 0.01% | -14.3% |
| Q1 2021 | $3,414,000 | +7.4% | 118,908 | +1.7% | 0.01% | 0.0% |
| Q4 2020 | $3,178,000 | +7.8% | 116,920 | -3.6% | 0.01% | -12.5% |
| Q3 2020 | $2,948,000 | – | 121,308 | – | 0.01% | – |
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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% |