ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 77 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $335,000 | +12.0% | 16,516 | +49.4% | 0.02% | +25.0% |
| Q4 2019 | $299,000 | +28.9% | 11,053 | +21.6% | 0.01% | +20.0% |
| Q3 2019 | $232,000 | -17.7% | 9,093 | -15.3% | 0.01% | -16.7% |
| Q2 2019 | $282,000 | +0.4% | 10,740 | +0.7% | 0.01% | -7.7% |
| Q1 2019 | $281,000 | +4.9% | 10,662 | -5.6% | 0.01% | -7.1% |
| Q4 2018 | $268,000 | -62.3% | 11,294 | -55.4% | 0.01% | -56.2% |
| Q3 2018 | $711,000 | +48.1% | 25,337 | +45.9% | 0.03% | +52.4% |
| Q2 2018 | $480,000 | +4.1% | 17,361 | +8.8% | 0.02% | +10.5% |
| Q1 2018 | $461,000 | +18.2% | 15,953 | +17.9% | 0.02% | +11.8% |
| Q4 2017 | $390,000 | +28.7% | 13,527 | +25.4% | 0.02% | +21.4% |
| Q3 2017 | $303,000 | – | 10,791 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,835,638 | $161,472,000 | 12.22% |
| MERIDIAN MANAGEMENT CO | 1,155,881 | $31,983,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,562,988 | $43,248,000 | 4.96% |
| BALASA DINVERNO & FOLTZ LLC | 2,438,615 | $67,476,000 | 4.55% |
| Wade Financial Advisory, Inc | 316,291 | $8,752,000 | 3.75% |
| Callan Capital, LLC | 838,501 | $23,201,000 | 3.19% |
| Horizon Family Wealth, Inc. | 106,732 | $2,953,000 | 2.93% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,075,935 | $29,771,000 | 2.82% |
| LINCOLN CAPITAL CORP | 137,352 | $3,801,000 | 1.98% |
| Beirne Wealth Consulting Services, LLC | 127,252 | $3,530,000 | 1.97% |