ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,488 | +4.7% | 8,709 | +4.3% | 0.01% | 0.0% |
| Q1 2023 | $223,089 | +8.7% | 8,346 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $205,318 | +9.2% | 8,346 | +4.5% | 0.01% | -14.3% |
| Q2 2022 | $188,000 | -14.9% | 7,987 | 0.0% | 0.01% | -22.2% |
| Q1 2022 | $221,000 | +27.0% | 7,987 | +33.4% | 0.02% | +28.6% |
| Q3 2021 | $174,000 | -3.3% | 5,986 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $180,000 | +4.7% | 5,986 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $172,000 | +5.5% | 5,986 | 0.0% | 0.02% | -6.2% |
| Q4 2020 | $163,000 | +12.4% | 5,986 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $145,000 | +15.1% | 5,986 | +8.5% | 0.02% | -5.9% |
| Q2 2020 | $126,000 | +12.5% | 5,519 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $112,000 | – | 5,519 | – | 0.02% | – |
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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% |