ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 112 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $377,798 | -3.6% | 14,615 | 0.0% | 0.12% | +0.8% |
| Q2 2023 | $391,828 | +1.2% | 14,615 | 0.0% | 0.12% | +19.6% |
| Q1 2023 | $387,151 | +9.2% | 14,615 | +1.4% | 0.10% | -15.7% |
| Q4 2022 | $354,621 | +12.9% | 14,415 | -4.0% | 0.12% | +36.0% |
| Q3 2022 | $314,000 | -45.3% | 15,015 | -38.5% | 0.09% | -13.6% |
| Q2 2022 | $574,000 | +32.0% | 24,415 | +55.4% | 0.10% | -16.9% |
| Q1 2022 | $435,000 | -4.8% | 15,715 | -0.4% | 0.12% | -0.8% |
| Q4 2021 | $457,000 | -0.2% | 15,785 | 0.0% | 0.12% | -13.2% |
| Q3 2021 | $458,000 | -3.0% | 15,785 | -4.1% | 0.14% | -10.6% |
| Q1 2021 | $472,000 | +5.6% | 16,455 | 0.0% | 0.16% | -6.4% |
| Q4 2020 | $447,000 | +56.8% | 16,455 | +40.5% | 0.17% | +35.4% |
| Q3 2020 | $285,000 | +8.0% | 11,715 | +1.7% | 0.13% | -13.0% |
| Q2 2020 | $264,000 | +13.3% | 11,515 | 0.0% | 0.15% | -5.8% |
| Q1 2020 | $233,000 | +14.8% | 11,515 | +53.2% | 0.16% | +72.2% |
| Q4 2019 | $203,000 | -97.6% | 7,515 | -97.7% | 0.09% | -98.0% |
| Q1 2019 | $8,479,000 | +7.2% | 322,045 | -3.4% | 4.48% | +1.8% |
| Q4 2018 | $7,908,000 | – | 333,538 | – | 4.40% | – |
Download | ||||||
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% |