ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 60 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,488,254 | -1.6% | 405,735 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $10,661,382 | +6.8% | 397,664 | +5.5% | 0.00% | 0.0% |
| Q1 2023 | $9,981,956 | -4.2% | 376,819 | -11.0% | 0.00% | 0.0% |
| Q4 2022 | $10,419,226 | -41.8% | 423,532 | -50.5% | 0.00% | -50.0% |
| Q3 2022 | $17,905,000 | -0.0% | 855,046 | +12.4% | 0.01% | 0.0% |
| Q2 2022 | $17,908,000 | +59.9% | 761,019 | +88.1% | 0.01% | +100.0% |
| Q1 2022 | $11,196,000 | +9.5% | 404,635 | +14.0% | 0.00% | 0.0% |
| Q4 2021 | $10,227,000 | -7.2% | 354,847 | -6.6% | 0.00% | +50.0% |
| Q3 2021 | $11,024,000 | -8.5% | 379,837 | -5.2% | 0.00% | -33.3% |
| Q2 2021 | $12,044,000 | -19.8% | 400,812 | -23.4% | 0.00% | 0.0% |
| Q1 2021 | $15,017,000 | -35.7% | 523,062 | -39.2% | 0.00% | -50.0% |
| Q4 2020 | $23,372,000 | +0.8% | 859,876 | -9.9% | 0.01% | 0.0% |
| Q3 2020 | $23,186,000 | +6.5% | 954,174 | +0.4% | 0.01% | 0.0% |
| Q2 2020 | $21,781,000 | +37.2% | 950,282 | +21.3% | 0.01% | +20.0% |
| Q1 2020 | $15,874,000 | +10.9% | 783,513 | +48.1% | 0.01% | +25.0% |
| Q4 2019 | $14,310,000 | -7.0% | 529,063 | -12.4% | 0.00% | 0.0% |
| Q3 2019 | $15,394,000 | -14.0% | 603,665 | -11.4% | 0.00% | -20.0% |
| Q2 2019 | $17,890,000 | +6.6% | 681,270 | +6.8% | 0.01% | 0.0% |
| Q1 2019 | $16,790,000 | +4.6% | 637,662 | -5.8% | 0.01% | 0.0% |
| Q4 2018 | $16,046,000 | +45.8% | 676,778 | +72.7% | 0.01% | +66.7% |
| Q3 2018 | $11,003,000 | +44.6% | 391,835 | +42.3% | 0.00% | +50.0% |
| Q2 2018 | $7,609,000 | +37.7% | 275,392 | +44.0% | 0.00% | 0.0% |
| Q1 2018 | $5,526,000 | +197.7% | 191,263 | +197.2% | 0.00% | +100.0% |
| Q4 2017 | $1,856,000 | +155.6% | 64,351 | +148.5% | 0.00% | – |
| Q3 2017 | $726,000 | +26.7% | 25,892 | +18.6% | 0.00% | – |
| Q2 2017 | $573,000 | +80.2% | 21,837 | +71.6% | 0.00% | – |
| Q1 2017 | $318,000 | +20.9% | 12,725 | +12.4% | 0.00% | – |
| Q4 2016 | $263,000 | – | 11,325 | – | 0.00% | – |
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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% |