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 | $103,323 | +51.2% | 3,997 | +56.8% | 0.00% | – |
| Q2 2023 | $68,339 | +1.2% | 2,549 | 0.0% | 0.00% | – |
| Q1 2023 | $67,523 | +7.7% | 2,549 | 0.0% | 0.00% | – |
| Q4 2022 | $62,708 | +18.3% | 2,549 | 0.0% | 0.00% | – |
| Q3 2022 | $53,000 | -11.7% | 2,549 | 0.0% | 0.00% | – |
| Q2 2022 | $60,000 | -15.5% | 2,549 | 0.0% | 0.00% | – |
| Q1 2022 | $71,000 | -54.2% | 2,549 | -56.7% | 0.00% | – |
| Q1 2019 | $155,000 | +1450.0% | 5,882 | +1345.2% | 0.00% | – |
| Q4 2018 | $10,000 | – | 407 | – | 0.00% | – |
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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% |