ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 103 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $9,017,000 | +10.9% | 393,409 | -2.0% | 2.48% | +0.7% |
| Q1 2020 | $8,132,000 | -25.5% | 401,397 | -0.5% | 2.46% | -2.6% |
| Q4 2019 | $10,915,000 | -45.8% | 403,523 | -48.9% | 2.53% | +3.7% |
| Q3 2019 | $20,150,000 | +94.1% | 790,158 | +99.8% | 2.44% | +0.5% |
| Q2 2019 | $10,383,000 | -5.0% | 395,383 | -4.7% | 2.43% | -9.6% |
| Q1 2019 | $10,924,000 | +433.7% | 414,882 | +380.5% | 2.68% | +367.8% |
| Q4 2018 | $2,047,000 | -36.0% | 86,351 | -24.2% | 0.57% | -36.4% |
| Q3 2018 | $3,197,000 | +3.7% | 113,860 | +2.0% | 0.90% | -2.3% |
| Q2 2018 | $3,083,000 | +20.2% | 111,590 | +25.7% | 0.92% | +16.1% |
| Q1 2018 | $2,565,000 | – | 88,777 | – | 0.80% | – |
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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% |