ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $588,000 | -70.4% | 20,258 | -69.3% | 0.21% | -62.5% |
| Q2 2021 | $1,985,000 | +5.1% | 66,070 | +0.5% | 0.55% | -3.9% |
| Q1 2021 | $1,888,000 | -7.1% | 65,768 | -12.1% | 0.57% | -11.1% |
| Q4 2020 | $2,033,000 | +21.6% | 74,804 | +8.7% | 0.64% | +5.6% |
| Q3 2020 | $1,672,000 | +14.4% | 68,788 | +7.9% | 0.61% | +6.7% |
| Q2 2020 | $1,461,000 | -28.1% | 63,745 | -36.5% | 0.57% | -42.6% |
| Q1 2020 | $2,033,000 | -24.8% | 100,326 | +0.4% | 0.99% | -7.5% |
| Q4 2019 | $2,703,000 | +8.9% | 99,913 | +2.6% | 1.07% | -2.2% |
| Q3 2019 | $2,482,000 | +22.6% | 97,351 | +26.2% | 1.10% | +18.9% |
| Q2 2019 | $2,025,000 | +0.5% | 77,122 | +0.8% | 0.92% | -5.0% |
| Q1 2019 | $2,015,000 | +8.0% | 76,542 | -2.7% | 0.97% | -6.1% |
| Q4 2018 | $1,865,000 | -13.8% | 78,672 | +2.1% | 1.04% | -6.2% |
| Q3 2018 | $2,163,000 | +2.2% | 77,088 | +0.6% | 1.10% | -6.3% |
| Q2 2018 | $2,117,000 | – | 76,611 | – | 1.18% | – |
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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% |