ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,205 | -83.3% | 304 | -83.2% | 0.00% | -78.6% |
| Q1 2023 | $49,214 | -70.6% | 1,814 | -73.4% | 0.01% | -73.6% |
| Q4 2022 | $167,679 | -3.6% | 6,816 | -18.2% | 0.05% | -11.7% |
| Q3 2022 | $174,000 | -13.0% | 8,328 | -2.2% | 0.06% | -11.8% |
| Q2 2022 | $200,000 | -15.3% | 8,515 | 0.0% | 0.07% | -9.3% |
| Q1 2022 | $236,000 | -3.7% | 8,515 | 0.0% | 0.08% | -11.8% |
| Q4 2021 | $245,000 | -0.8% | 8,515 | 0.0% | 0.08% | -11.5% |
| Q3 2021 | $247,000 | -3.5% | 8,515 | 0.0% | 0.10% | -11.9% |
| Q2 2021 | $256,000 | +4.9% | 8,515 | 0.0% | 0.11% | +3.8% |
| Q1 2021 | $244,000 | -18.4% | 8,515 | -22.7% | 0.10% | -30.0% |
| Q4 2020 | $299,000 | -12.6% | 11,018 | -17.8% | 0.15% | -30.6% |
| Q3 2019 | $342,000 | -29.6% | 13,398 | -27.6% | 0.22% | -28.9% |
| Q2 2019 | $486,000 | -8.6% | 18,508 | -8.4% | 0.30% | -14.8% |
| Q1 2019 | $532,000 | -2.9% | 20,203 | -12.6% | 0.36% | -14.6% |
| Q4 2018 | $548,000 | -41.5% | 23,105 | -30.7% | 0.42% | -32.4% |
| Q3 2018 | $936,000 | -37.0% | 33,333 | -38.0% | 0.62% | -40.9% |
| Q2 2018 | $1,486,000 | -57.5% | 53,775 | -55.6% | 1.05% | -54.6% |
| Q1 2018 | $3,497,000 | -21.9% | 121,044 | -18.9% | 2.30% | -16.5% |
| Q4 2017 | $4,478,000 | – | 149,273 | – | 2.76% | – |
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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% |