ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $646,289 | +16.7% | 25,000 | +21.0% | 0.00% | 0.0% |
Q2 2023 | $554,017 | -4.9% | 20,663 | -6.0% | 0.00% | 0.0% |
Q1 2023 | $582,643 | +4.8% | 21,993 | -2.7% | 0.00% | 0.0% |
Q4 2022 | $556,000 | -30.2% | 22,600 | -40.7% | 0.00% | -50.0% |
Q3 2022 | $797,000 | -55.9% | 38,091 | -50.4% | 0.00% | -50.0% |
Q2 2022 | $1,806,000 | -3.0% | 76,774 | +14.1% | 0.00% | 0.0% |
Q1 2022 | $1,862,000 | -4.9% | 67,288 | -0.9% | 0.00% | 0.0% |
Q4 2021 | $1,958,000 | +0.5% | 67,877 | +1.1% | 0.00% | 0.0% |
Q3 2021 | $1,949,000 | -6.3% | 67,141 | -3.0% | 0.00% | -20.0% |
Q2 2021 | $2,079,000 | +5.8% | 69,206 | +1.1% | 0.01% | 0.0% |
Q1 2021 | $1,965,000 | +19.1% | 68,433 | +12.8% | 0.01% | +25.0% |
Q4 2020 | $1,650,000 | +3.4% | 60,666 | -7.6% | 0.00% | -20.0% |
Q3 2020 | $1,596,000 | -55.1% | 65,656 | -57.6% | 0.01% | -58.3% |
Q2 2020 | $3,554,000 | -49.4% | 154,904 | -55.3% | 0.01% | -58.6% |
Q1 2020 | $7,028,000 | – | 346,813 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 4,822,481 | $131,075,000 | 11.76% |
MERIDIAN MANAGEMENT CO | 940,407 | $25,560,000 | 8.20% |
BALASA DINVERNO & FOLTZ LLC | 1,979,280 | $53,797,000 | 4.46% |
RHS Financial, LLC | 178,802 | $4,860,000 | 4.17% |
Wade Financial Advisory, Inc | 210,132 | $5,711,000 | 3.83% |
Clearwater Capital Advisors, LLC | 986,927 | $26,825,000 | 3.56% |
Callan Capital, LLC | 641,191 | $17,428,000 | 3.54% |
Keebeck Wealth Management, LLC | 481,402 | $13,085,000 | 2.28% |
LINCOLN CAPITAL CORP | 117,227 | $3,186,000 | 2.09% |
Beirne Wealth Consulting Services, LLC | 154,081 | $4,188,000 | 2.07% |