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 | $2,876,053 | -8.6% | 111,259 | -5.2% | 2.78% | -7.5% |
| Q2 2023 | $3,146,527 | +23.5% | 117,364 | +22.0% | 3.01% | +11.6% |
| Q1 2023 | $2,547,759 | +7.7% | 96,178 | 0.0% | 2.70% | -1.0% |
| Q4 2022 | $2,366,059 | +4.4% | 96,178 | -11.1% | 2.72% | -1.5% |
| Q3 2022 | $2,266,000 | -12.0% | 108,237 | -1.1% | 2.77% | -7.5% |
| Q2 2022 | $2,575,000 | -12.8% | 109,432 | +2.5% | 2.99% | +2.2% |
| Q1 2022 | $2,953,000 | +50.9% | 106,732 | +57.2% | 2.93% | +46.8% |
| Q4 2021 | $1,957,000 | – | 67,887 | – | 1.99% | – |
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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% |