ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,042 | -16.6% | 1,549 | -13.5% | 0.01% | -21.4% |
| Q2 2023 | $47,990 | +1.2% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $47,417 | +107665.9% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $44 | -99.9% | 1,790 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $37,000 | -11.9% | 1,790 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $42,000 | -16.0% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $50,000 | -3.8% | 1,790 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $52,000 | 0.0% | 1,790 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $52,000 | -3.7% | 1,790 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $54,000 | -1.8% | 1,790 | -6.2% | 0.02% | -11.1% |
| Q1 2021 | $55,000 | +5.8% | 1,909 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $52,000 | -3.7% | 1,909 | -13.7% | 0.02% | -18.2% |
| Q3 2020 | $54,000 | -1.8% | 2,213 | -8.5% | 0.02% | +29.4% |
| Q2 2020 | $55,000 | -34.5% | 2,418 | -24.4% | 0.02% | -66.0% |
| Q2 2019 | $84,000 | – | 3,197 | – | 0.05% | – |
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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% |