ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| 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% |