ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,792 | -3.6% | 1,539 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $41,270 | +2.7% | 1,539 | +1.5% | 0.03% | -6.1% |
| Q1 2023 | $40,174 | -13.3% | 1,517 | -19.4% | 0.03% | -17.5% |
| Q4 2022 | $46,313 | +18.8% | 1,883 | +0.7% | 0.04% | +8.1% |
| Q3 2022 | $39,000 | -11.4% | 1,870 | -0.6% | 0.04% | -9.8% |
| Q2 2022 | $44,000 | -13.7% | 1,882 | +2.3% | 0.04% | +2.5% |
| Q1 2022 | $51,000 | -3.8% | 1,840 | +0.5% | 0.04% | -7.0% |
| Q4 2021 | $53,000 | – | 1,830 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,941,912 | $141,882,000 | 11.98% |
| MERIDIAN MANAGEMENT CO | 936,142 | $26,877,000 | 8.36% |
| BALASA DINVERNO & FOLTZ LLC | 2,071,000 | $59,458,000 | 4.77% |
| Clearwater Capital Advisors, LLC | 1,105,054 | $31,726,000 | 3.97% |
| Wade Financial Advisory, Inc | 215,452 | $6,186,000 | 3.91% |
| RHS Financial, LLC | 159,823 | $4,589,000 | 3.83% |
| Callan Capital, LLC | 636,630 | $18,278,000 | 3.32% |
| Beirne Wealth Consulting Services, LLC | 156,198 | $4,484,000 | 2.63% |
| Keebeck Wealth Management, LLC | 480,305 | $13,790,000 | 2.14% |
| LINCOLN CAPITAL CORP | 117,383 | $3,370,000 | 2.10% |