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 | $345,434 | -5.8% | 13,363 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $366,547 | +3.5% | 13,363 | 0.0% | 0.07% | -4.1% |
| Q1 2023 | $353,986 | +21.4% | 13,363 | +12.7% | 0.07% | +15.9% |
| Q4 2022 | $291,618 | +43.0% | 11,854 | +21.6% | 0.06% | +37.0% |
| Q3 2022 | $204,000 | -25.0% | 9,748 | -15.6% | 0.05% | -23.3% |
| Q2 2022 | $272,000 | -28.6% | 11,556 | -16.0% | 0.06% | -18.9% |
| Q1 2022 | $381,000 | -4.0% | 13,763 | 0.0% | 0.07% | -3.9% |
| Q4 2021 | $397,000 | -0.5% | 13,763 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $399,000 | -3.6% | 13,763 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $414,000 | +4.8% | 13,763 | 0.0% | 0.08% | -3.7% |
| Q1 2021 | $395,000 | -45.3% | 13,763 | -48.2% | 0.08% | -45.7% |
| Q4 2020 | $722,000 | – | 26,571 | – | 0.15% | – |
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% |