ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 119 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $14,000 | -26.3% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | -20.8% | 700 | -23.0% | 0.00% | -50.0% |
| Q3 2019 | $24,000 | +33.3% | 909 | +29.9% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | -45.5% | 700 | -49.3% | 0.00% | 0.0% |
| Q4 2018 | $33,000 | -15.4% | 1,382 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $39,000 | -2.5% | 1,382 | -5.3% | 0.00% | 0.0% |
| Q2 2018 | $40,000 | +1900.0% | 1,459 | +1794.8% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | -88.9% | 77 | -89.0% | 0.00% | -100.0% |
| Q1 2016 | $18,000 | – | 700 | – | 0.00% | – |
Download | ||||||
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% |