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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,562 | -3.6% | 12,014 | 0.0% | 0.13% | -0.7% |
| Q2 2023 | $322,095 | +1.2% | 12,014 | 0.0% | 0.14% | -7.5% |
| Q1 2023 | $318,251 | +7.7% | 12,014 | 0.0% | 0.15% | -3.3% |
| Q4 2022 | $295,554 | +1.9% | 12,014 | -13.3% | 0.15% | -11.2% |
| Q3 2022 | $290,000 | -20.1% | 13,864 | -10.1% | 0.17% | -15.8% |
| Q2 2022 | $363,000 | -15.0% | 15,417 | 0.0% | 0.20% | -8.6% |
| Q1 2022 | $427,000 | -8.0% | 15,417 | -4.2% | 0.22% | -13.0% |
| Q4 2021 | $464,000 | -4.5% | 16,090 | -4.0% | 0.25% | -13.9% |
| Q3 2021 | $486,000 | -7.3% | 16,763 | -3.9% | 0.30% | -11.1% |
| Q2 2021 | $524,000 | +4.6% | 17,438 | 0.0% | 0.33% | -2.4% |
| Q1 2021 | $501,000 | +4.6% | 17,438 | -1.0% | 0.34% | -9.6% |
| Q4 2020 | $479,000 | – | 17,612 | – | 0.38% | – |
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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% |