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 | $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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,144,643 | $154,597,000 | 12.26% |
| MERIDIAN MANAGEMENT CO | 1,020,316 | $30,660,000 | 9.04% |
| BALASA DINVERNO & FOLTZ LLC | 2,127,876 | $63,943,000 | 4.60% |
| Clearwater Capital Advisors, LLC | 1,134,023 | $34,077,000 | 3.96% |
| Wade Financial Advisory, Inc | 239,349 | $7,192,000 | 3.94% |
| Callan Capital, LLC | 621,653 | $18,681,000 | 3.25% |
| Beirne Wealth Consulting Services, LLC | 176,756 | $5,316,000 | 2.92% |
| RHS Financial, LLC | 122,523 | $3,682,000 | 2.75% |
| LINCOLN CAPITAL CORP | 124,531 | $3,742,000 | 2.13% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 647,145 | $19,447,000 | 2.00% |