ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,925 | -3.6% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $13,405 | +1.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $13,245 | +110275.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $12 | -99.9% | 500 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $10,000 | -16.7% | 500 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $12,000 | -94.8% | 500 | -94.0% | 0.01% | -94.0% |
| Q1 2022 | $230,000 | -3.8% | 8,309 | 0.0% | 0.12% | -4.1% |
| Q4 2021 | $239,000 | -0.8% | 8,309 | 0.0% | 0.12% | -8.3% |
| Q3 2021 | $241,000 | -3.6% | 8,309 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $250,000 | +4.6% | 8,309 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $239,000 | +5.8% | 8,309 | 0.0% | 0.13% | -1.5% |
| Q4 2020 | $226,000 | +11.9% | 8,309 | 0.0% | 0.13% | -1.5% |
| Q3 2020 | $202,000 | +6.3% | 8,309 | 0.0% | 0.14% | -3.5% |
| Q2 2020 | $190,000 | +13.1% | 8,309 | 0.0% | 0.14% | -5.4% |
| Q1 2020 | $168,000 | -25.3% | 8,309 | 0.0% | 0.15% | -6.3% |
| Q4 2019 | $225,000 | +6.1% | 8,309 | 0.0% | 0.16% | -1.2% |
| Q3 2019 | $212,000 | -2.8% | 8,309 | 0.0% | 0.16% | -3.6% |
| Q2 2019 | $218,000 | -0.5% | 8,309 | 0.0% | 0.17% | -2.3% |
| Q1 2019 | $219,000 | – | 8,309 | – | 0.17% | – |
Download | ||||||
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% |