ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,625 | -14.6% | 7,632 | -15.7% | 0.07% | -19.6% |
| Q1 2023 | $239,715 | +17.4% | 9,049 | +9.0% | 0.09% | +5.7% |
| Q4 2022 | $204,193 | -20.2% | 8,300 | -32.2% | 0.09% | -23.0% |
| Q3 2022 | $256,000 | -11.1% | 12,243 | 0.0% | 0.11% | -9.6% |
| Q2 2022 | $288,000 | -24.2% | 12,243 | -10.9% | 0.12% | -32.8% |
| Q1 2022 | $380,000 | -4.0% | 13,746 | +0.1% | 0.19% | +1.1% |
| Q4 2021 | $396,000 | +11.9% | 13,738 | +12.7% | 0.18% | +4.5% |
| Q3 2021 | $354,000 | -4.6% | 12,194 | -1.1% | 0.18% | -10.2% |
| Q2 2021 | $371,000 | +4.8% | 12,335 | +0.1% | 0.20% | -11.7% |
| Q1 2021 | $354,000 | +5.0% | 12,325 | -0.6% | 0.22% | -4.7% |
| Q4 2020 | $337,000 | +16.6% | 12,395 | +4.3% | 0.23% | -2.9% |
| Q3 2020 | $289,000 | +14.7% | 11,889 | +8.1% | 0.24% | +9.1% |
| Q2 2020 | $252,000 | +13.0% | 11,003 | +0.1% | 0.22% | -2.7% |
| Q1 2020 | $223,000 | – | 10,996 | – | 0.23% | – |
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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% |