ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $432,982 | +1.2% | 16,150 | 0.0% | 0.06% | -7.9% |
| Q1 2023 | $427,814 | -18.9% | 16,150 | -24.6% | 0.06% | -22.2% |
| Q4 2022 | $527,244 | -94.3% | 21,432 | -95.2% | 0.08% | -95.5% |
| Q3 2022 | $9,324,000 | -5.9% | 445,285 | +5.7% | 1.80% | -3.8% |
| Q2 2022 | $9,912,000 | -3.3% | 421,258 | +13.7% | 1.87% | +1.5% |
| Q1 2022 | $10,247,000 | +24.7% | 370,342 | +29.9% | 1.84% | +17.7% |
| Q4 2021 | $8,215,000 | +29.9% | 285,058 | +30.8% | 1.57% | +11.6% |
| Q3 2021 | $6,322,000 | +11.4% | 217,863 | +15.4% | 1.40% | -6.6% |
| Q2 2021 | $5,675,000 | +2.2% | 188,845 | -2.3% | 1.50% | -25.3% |
| Q1 2021 | $5,551,000 | +26.5% | 193,342 | +19.7% | 2.01% | +8.9% |
| Q4 2020 | $4,388,000 | +44.7% | 161,457 | +29.3% | 1.85% | +12.3% |
| Q3 2020 | $3,033,000 | +37.1% | 124,823 | +29.3% | 1.64% | +4.3% |
| Q2 2020 | $2,212,000 | +104.1% | 96,513 | +80.3% | 1.58% | +112.0% |
| Q1 2020 | $1,084,000 | +97.1% | 53,524 | +163.2% | 0.74% | +120.1% |
| Q4 2019 | $550,000 | – | 20,333 | – | 0.34% | – |
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% |