ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 104 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,765 | +65.6% | 2,312 | +71.8% | 0.00% | – |
| Q2 2023 | $36,087 | +41.9% | 1,346 | +40.2% | 0.00% | – |
| Q1 2023 | $25,430 | – | 960 | – | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $470,000 | -54.5% | 23,217 | -39.2% | 0.02% | -43.9% |
| Q4 2019 | $1,032,000 | -30.3% | 38,169 | -34.2% | 0.04% | -37.9% |
| Q3 2019 | $1,480,000 | -22.3% | 58,015 | -20.0% | 0.07% | -43.6% |
| Q2 2019 | $1,904,000 | -3.5% | 72,498 | -3.2% | 0.12% | -7.9% |
| Q1 2019 | $1,973,000 | +26.5% | 74,919 | +13.9% | 0.13% | +25.7% |
| Q4 2018 | $1,560,000 | +62.8% | 65,801 | +92.9% | 0.10% | +36.5% |
| Q3 2018 | $958,000 | – | 34,114 | – | 0.07% | – |
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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% |