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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,153 | -12.9% | 15,712 | -9.7% | 0.12% | -15.0% |
| Q2 2023 | $466,277 | -2.1% | 17,392 | -3.3% | 0.14% | -11.4% |
| Q1 2023 | $476,211 | -1.4% | 17,977 | -8.4% | 0.16% | -8.7% |
| Q4 2022 | $482,766 | -61.8% | 19,624 | -67.5% | 0.17% | -64.5% |
| Q3 2022 | $1,263,000 | +145.2% | 60,322 | +175.7% | 0.49% | +152.8% |
| Q2 2022 | $515,000 | -15.0% | 21,883 | 0.0% | 0.19% | -2.5% |
| Q1 2022 | $606,000 | -35.0% | 21,883 | -32.3% | 0.20% | -34.7% |
| Q4 2021 | $932,000 | +4.6% | 32,323 | +5.3% | 0.30% | +15.2% |
| Q3 2021 | $891,000 | -5.2% | 30,704 | -1.9% | 0.26% | -5.4% |
| Q2 2021 | $940,000 | -2.3% | 31,290 | -6.6% | 0.28% | -15.5% |
| Q1 2021 | $962,000 | -2.0% | 33,502 | -7.3% | 0.33% | -6.5% |
| Q4 2020 | $982,000 | +5.5% | 36,126 | -5.7% | 0.35% | -7.9% |
| Q3 2020 | $931,000 | -1.6% | 38,320 | -7.2% | 0.38% | -26.1% |
| Q2 2020 | $946,000 | +5.0% | 41,277 | -7.2% | 0.52% | -17.3% |
| Q1 2020 | $901,000 | – | 44,484 | – | 0.62% | – |
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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% |