ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 118 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $211,000 | -23.3% | 9,200 | -32.2% | 0.06% | -37.4% |
| Q1 2020 | $275,000 | -48.1% | 13,569 | -30.7% | 0.09% | -35.9% |
| Q4 2019 | $530,000 | -57.8% | 19,593 | -60.2% | 0.14% | -63.2% |
| Q3 2019 | $1,255,000 | -42.5% | 49,213 | -40.8% | 0.39% | -45.6% |
| Q2 2019 | $2,184,000 | +13.3% | 83,160 | +13.6% | 0.71% | +3.6% |
| Q1 2019 | $1,927,000 | +24.6% | 73,205 | +12.2% | 0.68% | -2.0% |
| Q4 2018 | $1,547,000 | +44.3% | 65,233 | +71.7% | 0.70% | +59.2% |
| Q3 2018 | $1,072,000 | +86.8% | 37,993 | +81.2% | 0.44% | +37.2% |
| Q2 2018 | $574,000 | – | 20,964 | – | 0.32% | – |
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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% |