ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,151,021 | +2.9% | 83,212 | +6.7% | 0.56% | +12.7% |
| Q2 2023 | $2,091,358 | +1.1% | 78,007 | -0.1% | 0.50% | -6.2% |
| Q1 2023 | $2,067,955 | +8.1% | 78,066 | +0.4% | 0.53% | -1.5% |
| Q4 2022 | $1,913,192 | +19.4% | 77,770 | +1.6% | 0.54% | +4.7% |
| Q3 2022 | $1,602,100 | -8.6% | 76,509 | +2.7% | 0.52% | -6.2% |
| Q2 2022 | $1,753,000 | -21.7% | 74,511 | -7.9% | 0.55% | -5.5% |
| Q1 2022 | $2,239,000 | +36.1% | 80,912 | +41.8% | 0.58% | +37.7% |
| Q4 2021 | $1,645,000 | +4.4% | 57,071 | +5.1% | 0.42% | -10.8% |
| Q3 2021 | $1,576,000 | +8.0% | 54,323 | +11.9% | 0.47% | +12.1% |
| Q2 2021 | $1,459,000 | +446.4% | 48,564 | +394.3% | 0.42% | +344.2% |
| Q4 2020 | $267,000 | +2.7% | 9,825 | -8.3% | 0.10% | -6.9% |
| Q3 2020 | $260,000 | -14.8% | 10,716 | -19.6% | 0.10% | -25.0% |
| Q2 2020 | $305,000 | +14.2% | 13,324 | +1.2% | 0.14% | -8.1% |
| Q1 2020 | $267,000 | -43.9% | 13,160 | -25.3% | 0.15% | -26.7% |
| Q4 2019 | $476,000 | +0.2% | 17,607 | -5.5% | 0.20% | -3.3% |
| Q3 2019 | $475,000 | -9.9% | 18,622 | -7.3% | 0.21% | -14.0% |
| Q2 2019 | $527,000 | -6.7% | 20,086 | -6.3% | 0.24% | -11.6% |
| Q1 2019 | $565,000 | +28.1% | 21,446 | +15.4% | 0.28% | +2.6% |
| Q4 2018 | $441,000 | – | 18,591 | – | 0.27% | – |
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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% |