ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,144,643 | $154,597,000 | 12.26% |
| MERIDIAN MANAGEMENT CO | 1,020,316 | $30,660,000 | 9.04% |
| BALASA DINVERNO & FOLTZ LLC | 2,127,876 | $63,943,000 | 4.60% |
| Clearwater Capital Advisors, LLC | 1,134,023 | $34,077,000 | 3.96% |
| Wade Financial Advisory, Inc | 239,349 | $7,192,000 | 3.94% |
| Callan Capital, LLC | 621,653 | $18,681,000 | 3.25% |
| Beirne Wealth Consulting Services, LLC | 176,756 | $5,316,000 | 2.92% |
| RHS Financial, LLC | 122,523 | $3,682,000 | 2.75% |
| LINCOLN CAPITAL CORP | 124,531 | $3,742,000 | 2.13% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 647,145 | $19,447,000 | 2.00% |