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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,822,481 | $131,075,000 | 11.76% |
| MERIDIAN MANAGEMENT CO | 940,407 | $25,560,000 | 8.20% |
| BALASA DINVERNO & FOLTZ LLC | 1,979,280 | $53,797,000 | 4.46% |
| RHS Financial, LLC | 178,802 | $4,860,000 | 4.17% |
| Wade Financial Advisory, Inc | 210,132 | $5,711,000 | 3.83% |
| Clearwater Capital Advisors, LLC | 986,927 | $26,825,000 | 3.56% |
| Callan Capital, LLC | 641,191 | $17,428,000 | 3.54% |
| Keebeck Wealth Management, LLC | 481,402 | $13,085,000 | 2.28% |
| LINCOLN CAPITAL CORP | 117,227 | $3,186,000 | 2.09% |
| Beirne Wealth Consulting Services, LLC | 154,081 | $4,188,000 | 2.07% |