ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,057,569 | +6.1% | 621,183 | +10.2% | 0.01% | 0.0% |
| Q2 2023 | $15,139,782 | +30.8% | 563,779 | +29.1% | 0.01% | +25.0% |
| Q1 2023 | $11,575,695 | +2.5% | 436,773 | -4.9% | 0.00% | 0.0% |
| Q4 2022 | $11,296,000 | +126.5% | 459,161 | +92.8% | 0.00% | +100.0% |
| Q3 2022 | $4,988,000 | -2.5% | 238,206 | +9.6% | 0.00% | 0.0% |
| Q2 2022 | $5,115,000 | +241.5% | 217,354 | +252.7% | 0.00% | +100.0% |
| Q3 2020 | $1,498,000 | +3.8% | 61,624 | -2.1% | 0.00% | 0.0% |
| Q2 2020 | $1,443,000 | -59.3% | 62,937 | -64.0% | 0.00% | -50.0% |
| Q1 2020 | $3,544,000 | -28.5% | 174,938 | -4.6% | 0.00% | 0.0% |
| Q4 2019 | $4,959,000 | -63.6% | 183,317 | -65.7% | 0.00% | -66.7% |
| Q3 2019 | $13,613,000 | -21.9% | 533,839 | -19.9% | 0.01% | -25.0% |
| Q2 2019 | $17,441,000 | +6.4% | 666,413 | +7.0% | 0.01% | 0.0% |
| Q1 2019 | $16,393,000 | +31.1% | 622,902 | +16.7% | 0.01% | +33.3% |
| Q4 2018 | $12,502,000 | +65.4% | 533,579 | +111.3% | 0.01% | +100.0% |
| Q3 2018 | $7,560,000 | +32.7% | 252,559 | +22.5% | 0.00% | 0.0% |
| Q2 2018 | $5,696,000 | +189.1% | 206,138 | +202.4% | 0.00% | +200.0% |
| Q1 2018 | $1,970,000 | +616.4% | 68,176 | +594.7% | 0.00% | – |
| Q3 2017 | $275,000 | +32.2% | 9,814 | +24.1% | 0.00% | – |
| Q2 2017 | $208,000 | – | 7,908 | – | 0.00% | – |
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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% |