ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $820,700 | -0.8% | 28,077 | +0.4% | 0.02% | -10.0% |
| Q1 2024 | $827,571 | +5.5% | 27,977 | 0.0% | 0.02% | -16.7% |
| Q4 2023 | $784,206 | +8.7% | 27,977 | +0.3% | 0.02% | 0.0% |
| Q3 2023 | $721,163 | -3.6% | 27,898 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $747,945 | -1.8% | 27,898 | -2.9% | 0.02% | -14.3% |
| Q1 2023 | $761,270 | +7.7% | 28,738 | 0.0% | 0.03% | +7.7% |
| Q4 2022 | $706,978 | -20.7% | 28,738 | -32.4% | 0.03% | -33.3% |
| Q3 2022 | $891,000 | -12.3% | 42,530 | -1.5% | 0.04% | +25.8% |
| Q2 2022 | $1,016,000 | – | 43,160 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc. | 4,113,501 | $83,340,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 919,853 | $18,636,000 | 8.98% |
| GFG Capital, LLC | 447,002 | $9,056,000 | 4.60% |
| Strategic Wealth Management Group, LLC | 288,868 | $5,852,000 | 4.36% |
| Clearwater Capital Advisors, LLC | 970,020 | $19,653,000 | 4.24% |
| BALASA DINVERNO & FOLTZ LLC | 1,346,603 | $27,282,000 | 3.43% |
| Orgel Wealth Management, LLC | 356,068 | $7,214,000 | 2.86% |
| Integrated Wealth Concepts LLC | 1,513,663 | $30,667,000 | 2.83% |
| RHS Financial, LLC | 101,704 | $2,061,000 | 2.76% |
| Well Done, LLC | 401,397 | $8,132,000 | 2.46% |