ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,075 | -3.6% | 14,587 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $391,079 | +2.2% | 14,587 | +1.0% | 0.01% | -14.3% |
| Q1 2023 | $382,668 | +7.7% | 14,446 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $355,376 | +17.7% | 14,446 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $302,000 | -10.9% | 14,401 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $339,000 | -14.0% | 14,401 | +1.1% | 0.01% | -22.2% |
| Q1 2022 | $394,000 | -3.9% | 14,249 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $410,000 | +0.5% | 14,211 | +1.2% | 0.01% | +12.5% |
| Q3 2021 | $408,000 | -11.3% | 14,047 | -12.3% | 0.01% | -27.3% |
| Q1 2021 | $460,000 | – | 16,024 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,941,912 | $141,882,000 | 11.98% |
| MERIDIAN MANAGEMENT CO | 936,142 | $26,877,000 | 8.36% |
| BALASA DINVERNO & FOLTZ LLC | 2,071,000 | $59,458,000 | 4.77% |
| Clearwater Capital Advisors, LLC | 1,105,054 | $31,726,000 | 3.97% |
| Wade Financial Advisory, Inc | 215,452 | $6,186,000 | 3.91% |
| RHS Financial, LLC | 159,823 | $4,589,000 | 3.83% |
| Callan Capital, LLC | 636,630 | $18,278,000 | 3.32% |
| Beirne Wealth Consulting Services, LLC | 156,198 | $4,484,000 | 2.63% |
| Keebeck Wealth Management, LLC | 480,305 | $13,790,000 | 2.14% |
| LINCOLN CAPITAL CORP | 117,383 | $3,370,000 | 2.10% |