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 | $7,289,812 | -4.1% | 249,395 | -2.1% | 2.62% | -5.3% |
| Q1 2024 | $7,599,116 | +3.0% | 254,662 | -3.2% | 2.77% | -0.6% |
| Q4 2023 | $7,376,190 | +7.3% | 263,153 | -1.0% | 2.79% | -5.2% |
| 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% | – |
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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% |