ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $89,678 | +397.9% | 1,442 | +112.1% | 0.00% | – |
| Q1 2023 | $18,013 | -91.5% | 680 | -92.1% | 0.00% | -100.0% |
| Q4 2022 | $212,994 | +21199.4% | 8,658 | +21017.1% | 0.00% | – |
| Q1 2022 | $1,000 | -99.8% | 41 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $592,000 | +0.3% | 25,844 | -11.3% | 0.01% | -62.5% |
| Q1 2020 | $590,000 | – | 29,127 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MERIDIAN MANAGEMENT CO | 783,223 | $19,972,000 | 8.92% |
| Strategic Financial Services, Inc, | 2,597,556 | $66,238,000 | 8.46% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 992,303 | $25,314,000 | 6.90% |
| BALASA DINVERNO & FOLTZ LLC | 2,149,152 | $54,803,000 | 6.35% |
| Strategic Wealth Management Group, LLC | 254,786 | $6,497,000 | 4.67% |
| FOSTER & MOTLEY INC | 1,171,227 | $29,866,000 | 4.07% |
| Integrated Wealth Concepts LLC | 1,410,286 | $35,962,000 | 4.04% |
| Clearwater Capital Advisors, LLC | 805,971 | $20,552,000 | 3.63% |
| Cribstone Capital Management, LLC | 209,650 | $5,346,000 | 3.23% |
| RHS Financial, LLC | 95,882 | $2,445,000 | 2.88% |