ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $178,072 | +1.2% | 6,642 | 0.0% | 0.08% | -16.7% |
| Q1 2023 | $175,947 | +7.7% | 6,642 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $163,399 | +17.6% | 6,642 | 0.0% | 0.09% | +7.0% |
| Q3 2022 | $139,000 | -9.7% | 6,642 | 0.0% | 0.09% | -7.5% |
| Q2 2022 | $154,000 | -16.3% | 6,642 | 0.0% | 0.09% | -13.9% |
| Q1 2022 | $184,000 | -3.7% | 6,642 | 0.0% | 0.11% | -5.3% |
| Q4 2021 | $191,000 | -4.5% | 6,642 | 0.0% | 0.11% | -19.7% |
| Q2 2021 | $200,000 | – | 6,642 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,835,638 | $161,472,000 | 12.22% |
| MERIDIAN MANAGEMENT CO | 1,155,881 | $31,983,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,562,988 | $43,248,000 | 4.96% |
| BALASA DINVERNO & FOLTZ LLC | 2,438,615 | $67,476,000 | 4.55% |
| Wade Financial Advisory, Inc | 316,291 | $8,752,000 | 3.75% |
| Callan Capital, LLC | 838,501 | $23,201,000 | 3.19% |
| Horizon Family Wealth, Inc. | 106,732 | $2,953,000 | 2.93% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,075,935 | $29,771,000 | 2.82% |
| LINCOLN CAPITAL CORP | 137,352 | $3,801,000 | 1.98% |
| Beirne Wealth Consulting Services, LLC | 127,252 | $3,530,000 | 1.97% |