ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 112 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $582,856 | -2.3% | 22,547 | +1.4% | 0.00% | 0.0% |
| Q2 2023 | $596,335 | -12.1% | 22,243 | -13.2% | 0.00% | 0.0% |
| Q1 2023 | $678,780 | -4.0% | 25,624 | -10.8% | 0.00% | 0.0% |
| Q4 2022 | $706,732 | +1403.7% | 28,728 | +1191.1% | 0.00% | – |
| Q3 2022 | $47,000 | -9.6% | 2,225 | 0.0% | 0.00% | – |
| Q2 2022 | $52,000 | -16.1% | 2,225 | 0.0% | 0.00% | – |
| Q1 2022 | $62,000 | -3.1% | 2,225 | 0.0% | 0.00% | – |
| Q4 2021 | $64,000 | -1.5% | 2,225 | 0.0% | 0.00% | – |
| Q3 2021 | $65,000 | -3.0% | 2,225 | 0.0% | 0.00% | – |
| Q2 2021 | $67,000 | +4.7% | 2,225 | 0.0% | 0.00% | – |
| Q1 2021 | $64,000 | +6.7% | 2,225 | 0.0% | 0.00% | – |
| Q4 2020 | $60,000 | +11.1% | 2,225 | 0.0% | 0.00% | – |
| Q3 2020 | $54,000 | -35.7% | 2,225 | -39.5% | 0.00% | – |
| Q2 2020 | $84,000 | +104.9% | 3,676 | +79.8% | 0.00% | – |
| Q1 2020 | $41,000 | -16.3% | 2,045 | +13.9% | 0.00% | – |
| Q4 2019 | $49,000 | +2.1% | 1,795 | -4.9% | 0.00% | – |
| Q3 2019 | $48,000 | -39.2% | 1,888 | -37.2% | 0.00% | – |
| Q2 2019 | $79,000 | +31.7% | 3,005 | +31.5% | 0.00% | – |
| Q1 2019 | $60,000 | -4.8% | 2,285 | -14.3% | 0.00% | – |
| Q4 2018 | $63,000 | – | 2,667 | – | 0.00% | – |
Download | ||||||
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% |