ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $763,971 | -3.6% | 29,554 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $792,343 | +13.9% | 29,554 | +4.5% | 0.01% | -15.4% |
| Q1 2023 | $695,809 | 0.0% | 28,284 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $695,809 | +17.5% | 28,284 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $592,000 | -28.9% | 28,284 | -20.1% | 0.01% | -25.0% |
| Q2 2022 | $833,000 | +11.8% | 35,382 | +31.5% | 0.02% | +6.7% |
| Q1 2022 | $745,000 | -4.0% | 26,914 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $776,000 | -0.6% | 26,914 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $781,000 | -3.5% | 26,914 | 0.0% | 0.02% | -20.0% |
| Q2 2021 | $809,000 | +34.8% | 26,914 | +28.8% | 0.02% | -33.3% |
| Q1 2021 | $600,000 | +7.1% | 20,896 | +1.4% | 0.03% | +3.4% |
| Q4 2020 | $560,000 | +5.3% | 20,604 | -6.0% | 0.03% | -29.3% |
| Q3 2020 | $532,000 | +8.1% | 21,912 | +2.0% | 0.04% | -12.8% |
| Q2 2020 | $492,000 | +8.1% | 21,482 | -4.4% | 0.05% | +6.8% |
| Q1 2020 | $455,000 | +115.6% | 22,480 | +188.2% | 0.04% | +120.0% |
| Q4 2019 | $211,000 | -0.9% | 7,800 | -3.7% | 0.02% | -13.0% |
| Q2 2019 | $213,000 | +3.9% | 8,100 | +3.8% | 0.02% | -11.5% |
| Q1 2019 | $205,000 | -17.0% | 7,800 | -11.4% | 0.03% | -31.6% |
| Q3 2018 | $247,000 | +1.6% | 8,800 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $243,000 | – | 8,800 | – | 0.04% | – |
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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% |