ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515,271 | -4.2% | 58,618 | -0.7% | 0.28% | -1.1% |
| Q2 2023 | $1,582,134 | +1.4% | 59,013 | +0.2% | 0.28% | -17.4% |
| Q1 2023 | $1,559,974 | +21.3% | 58,889 | +12.7% | 0.34% | +22.4% |
| Q4 2022 | $1,285,544 | +27.0% | 52,256 | +8.1% | 0.28% | -1.8% |
| Q3 2022 | $1,012,000 | -1.9% | 48,334 | +10.2% | 0.28% | +0.7% |
| Q2 2022 | $1,032,000 | -4.0% | 43,856 | +12.9% | 0.28% | +1.1% |
| Q1 2022 | $1,075,000 | +9.8% | 38,848 | +14.4% | 0.28% | -45.0% |
| Q4 2021 | $979,000 | +16.1% | 33,958 | +16.9% | 0.50% | +5.7% |
| Q3 2021 | $843,000 | -2.1% | 29,054 | +1.6% | 0.48% | -5.9% |
| Q2 2021 | $861,000 | +16.5% | 28,606 | +11.2% | 0.51% | +5.6% |
| Q1 2021 | $739,000 | +19.8% | 25,734 | +13.3% | 0.48% | +10.9% |
| Q4 2020 | $617,000 | – | 22,708 | – | 0.43% | – |
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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% |