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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |