ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,275 | -3.6% | 11,500 | 0.0% | 0.10% | -13.5% |
| Q2 2023 | $308,315 | +1.2% | 11,500 | 0.0% | 0.11% | +58.6% |
| Q1 2023 | $304,635 | +7.7% | 11,500 | 0.0% | 0.07% | +16.7% |
| Q4 2022 | $282,909 | +17.4% | 11,500 | 0.0% | 0.06% | -9.1% |
| Q3 2022 | $241,000 | -11.1% | 11,500 | 0.0% | 0.07% | -9.6% |
| Q2 2022 | $271,000 | -14.8% | 11,500 | 0.0% | 0.07% | -11.0% |
| Q1 2022 | $318,000 | -99.9% | 11,500 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $331,430,000 | – | 11,500 | – | 0.08% | – |
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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% |