ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| 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% |