ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,890,258 | -4.1% | 885,503 | -0.6% | 2.45% | -7.2% |
| Q2 2023 | $23,878,922 | -9.9% | 890,672 | -10.9% | 2.64% | -13.9% |
| Q1 2023 | $26,490,250 | +4.6% | 1,000,009 | -2.9% | 3.07% | -2.0% |
| Q4 2022 | $25,335,563 | +5.2% | 1,029,867 | -10.4% | 3.13% | -20.2% |
| Q3 2022 | $24,082,000 | -14.2% | 1,150,038 | -3.6% | 3.92% | -9.4% |
| Q2 2022 | $28,058,000 | +20.9% | 1,192,451 | +42.2% | 4.33% | +35.7% |
| Q1 2022 | $23,201,000 | +14.2% | 838,501 | +19.0% | 3.19% | +8.0% |
| Q4 2021 | $20,314,000 | +13.1% | 704,852 | +13.8% | 2.95% | -1.2% |
| Q3 2021 | $17,969,000 | -3.8% | 619,191 | -0.4% | 2.99% | -8.0% |
| Q2 2021 | $18,681,000 | +2.2% | 621,653 | -2.4% | 3.25% | -2.3% |
| Q1 2021 | $18,278,000 | +4.9% | 636,630 | -0.7% | 3.32% | -6.2% |
| Q4 2020 | $17,428,000 | +0.6% | 641,191 | -10.1% | 3.54% | -8.8% |
| Q3 2020 | $17,327,000 | +4.9% | 713,065 | -1.0% | 3.89% | -6.1% |
| Q2 2020 | $16,510,000 | – | 720,311 | – | 4.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MERIDIAN MANAGEMENT CO | 783,223 | $19,972,000 | 8.92% |
| Strategic Financial Services, Inc, | 2,597,556 | $66,238,000 | 8.46% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 992,303 | $25,314,000 | 6.90% |
| BALASA DINVERNO & FOLTZ LLC | 2,149,152 | $54,803,000 | 6.35% |
| Strategic Wealth Management Group, LLC | 254,786 | $6,497,000 | 4.67% |
| FOSTER & MOTLEY INC | 1,171,227 | $29,866,000 | 4.07% |
| Integrated Wealth Concepts LLC | 1,410,286 | $35,962,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 805,971 | $20,552,000 | 3.63% |
| Cribstone Capital Management, LLC | 209,650 | $5,346,000 | 3.23% |
| RHS Financial, LLC | 95,882 | $2,445,000 | 2.88% |