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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 4,822,481 | $131,075,000 | 11.76% |
MERIDIAN MANAGEMENT CO | 940,407 | $25,560,000 | 8.20% |
BALASA DINVERNO & FOLTZ LLC | 1,979,280 | $53,797,000 | 4.46% |
RHS Financial, LLC | 178,802 | $4,860,000 | 4.17% |
Wade Financial Advisory, Inc | 210,132 | $5,711,000 | 3.83% |
Clearwater Capital Advisors, LLC | 986,927 | $26,825,000 | 3.56% |
Callan Capital, LLC | 641,191 | $17,428,000 | 3.54% |
Keebeck Wealth Management, LLC | 481,402 | $13,085,000 | 2.28% |
LINCOLN CAPITAL CORP | 117,227 | $3,186,000 | 2.09% |
Beirne Wealth Consulting Services, LLC | 154,081 | $4,188,000 | 2.07% |