ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $379,917 | +36.3% | 14,697 | +41.4% | 0.00% | +33.3% |
Q2 2023 | $278,636 | -99.9% | 10,393 | -48.5% | 0.00% | +50.0% |
Q3 2022 | $211,211,000 | +85410.5% | 20,196 | +136.9% | 0.00% | 0.0% |
Q3 2021 | $247,000 | -9.5% | 8,525 | -6.2% | 0.00% | -33.3% |
Q2 2021 | $273,000 | -31.9% | 9,090 | -35.0% | 0.00% | -40.0% |
Q1 2021 | $401,000 | -6.7% | 13,980 | -11.2% | 0.01% | 0.0% |
Q4 2020 | $430,000 | – | 15,748 | – | 0.01% | – |
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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% |