ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $235,000 | -4.1% | 8,082 | -1.0% | 0.12% | -5.5% |
| Q2 2021 | $245,000 | +3.4% | 8,162 | -1.3% | 0.13% | -1.6% |
| Q1 2021 | $237,000 | -11.6% | 8,269 | -16.4% | 0.13% | -28.7% |
| Q4 2020 | $268,000 | +1.1% | 9,894 | -14.5% | 0.18% | -18.8% |
| Q3 2020 | $265,000 | 0.0% | 11,573 | 0.0% | 0.22% | 0.0% |
| Q2 2020 | $265,000 | -83.5% | 11,573 | -85.4% | 0.22% | -85.5% |
| Q1 2020 | $1,608,000 | -19.2% | 79,375 | +7.9% | 1.53% | -23.0% |
| Q4 2019 | $1,989,000 | – | 73,536 | – | 1.99% | – |
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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% |