ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 126 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $71,410 | -4.1% | 2,443,028 | -2.1% | 14.08% | -3.4% |
| Q1 2024 | $74,478 | +9.0% | 2,495,898 | +2.4% | 14.57% | +3.6% |
| Q4 2023 | $68,301 | +14.5% | 2,436,714 | +5.6% | 14.07% | -2.0% |
| Q3 2023 | $59,661 | +0.2% | 2,307,962 | +3.9% | 14.36% | -0.0% |
| Q2 2023 | $59,542 | +12.3% | 2,220,896 | +10.9% | 14.36% | +4.7% |
| Q1 2023 | $53,039 | +94.1% | 2,002,223 | +80.3% | 13.71% | +85.3% |
| Q4 2022 | $27,323 | – | 1,110,642 | – | 7.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc. | 4,113,501 | $83,340,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 919,853 | $18,636,000 | 8.98% |
| GFG Capital, LLC | 447,002 | $9,056,000 | 4.60% |
| Strategic Wealth Management Group, LLC | 288,868 | $5,852,000 | 4.36% |
| Clearwater Capital Advisors, LLC | 970,020 | $19,653,000 | 4.24% |
| BALASA DINVERNO & FOLTZ LLC | 1,346,603 | $27,282,000 | 3.43% |
| Orgel Wealth Management, LLC | 356,068 | $7,214,000 | 2.86% |
| Integrated Wealth Concepts LLC | 1,513,663 | $30,667,000 | 2.83% |
| RHS Financial, LLC | 101,704 | $2,061,000 | 2.76% |
| Well Done, LLC | 401,397 | $8,132,000 | 2.46% |