ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $281,000 | -10.8% | 10,159 | -3.0% | 0.00% | 0.0% |
| Q4 2021 | $315,000 | +9.0% | 10,475 | +5.3% | 0.00% | 0.0% |
| Q3 2021 | $289,000 | -8.3% | 9,952 | -5.0% | 0.00% | 0.0% |
| Q2 2021 | $315,000 | -2.5% | 10,475 | -7.0% | 0.00% | 0.0% |
| Q1 2021 | $323,000 | +5.6% | 11,266 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $306,000 | -19.0% | 11,266 | -27.7% | 0.00% | 0.0% |
| Q3 2020 | $378,000 | -76.8% | 15,576 | -80.7% | 0.00% | -80.0% |
| Q2 2020 | $1,632,000 | 0.0% | 80,562 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $1,632,000 | -25.4% | 80,562 | -0.4% | 0.01% | 0.0% |
| Q4 2019 | $2,189,000 | -65.6% | 80,915 | -67.5% | 0.01% | -70.0% |
| Q3 2019 | $6,355,000 | +2.4% | 249,217 | +5.4% | 0.02% | +5.3% |
| Q2 2019 | $6,206,000 | -8.2% | 236,340 | -8.0% | 0.02% | -9.5% |
| Q1 2019 | $6,761,000 | – | 256,786 | – | 0.02% | – |
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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% |