ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,941,912 | $141,882,000 | 11.98% |
| MERIDIAN MANAGEMENT CO | 936,142 | $26,877,000 | 8.36% |
| BALASA DINVERNO & FOLTZ LLC | 2,071,000 | $59,458,000 | 4.77% |
| Clearwater Capital Advisors, LLC | 1,105,054 | $31,726,000 | 3.97% |
| Wade Financial Advisory, Inc | 215,452 | $6,186,000 | 3.91% |
| RHS Financial, LLC | 159,823 | $4,589,000 | 3.83% |
| Callan Capital, LLC | 636,630 | $18,278,000 | 3.32% |
| Beirne Wealth Consulting Services, LLC | 156,198 | $4,484,000 | 2.63% |
| Keebeck Wealth Management, LLC | 480,305 | $13,790,000 | 2.14% |
| LINCOLN CAPITAL CORP | 117,383 | $3,370,000 | 2.10% |