ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,873,817 | -8.8% | 265,912 | -5.5% | 2.94% | -1.5% |
| Q2 2023 | $7,540,956 | -2.9% | 281,274 | -4.1% | 2.99% | -8.4% |
| Q1 2023 | $7,767,808 | +1.9% | 293,236 | -5.4% | 3.26% | -5.5% |
| Q4 2022 | $7,625,466 | +18.2% | 309,968 | +0.6% | 3.45% | +6.9% |
| Q3 2022 | $6,453,000 | +10.5% | 308,145 | +24.1% | 3.23% | +16.7% |
| Q2 2022 | $5,842,000 | -33.2% | 248,281 | -21.5% | 2.77% | -26.2% |
| Q1 2022 | $8,752,000 | +24.9% | 316,291 | +30.1% | 3.75% | +3.0% |
| Q4 2021 | $7,009,000 | +1.3% | 243,194 | +2.0% | 3.64% | -6.7% |
| Q3 2021 | $6,921,000 | -3.8% | 238,478 | -0.4% | 3.90% | -0.9% |
| Q2 2021 | $7,192,000 | +16.3% | 239,349 | +11.1% | 3.94% | +0.8% |
| Q1 2021 | $6,186,000 | +8.3% | 215,452 | +2.5% | 3.91% | +2.0% |
| Q4 2020 | $5,711,000 | +184.0% | 210,132 | +153.9% | 3.83% | +141.9% |
| Q3 2020 | $2,011,000 | +19.5% | 82,761 | +12.7% | 1.58% | +8.9% |
| Q2 2020 | $1,683,000 | +255.1% | 73,443 | +318.7% | 1.46% | +247.3% |
| Q4 2019 | $474,000 | – | 17,541 | – | 0.42% | – |
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% |