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 | $3,648,587 | -4.9% | 141,145 | -1.4% | 1.96% | -0.1% |
| Q2 2023 | $3,837,545 | +1.3% | 143,139 | +0.1% | 1.97% | -10.5% |
| Q1 2023 | $3,789,643 | +7.3% | 143,059 | -0.3% | 2.20% | +1.7% |
| Q4 2022 | $3,531,405 | +33.6% | 143,548 | +13.7% | 2.16% | +21.8% |
| Q3 2022 | $2,643,000 | -19.2% | 126,239 | -9.2% | 1.77% | -16.0% |
| Q2 2022 | $3,273,000 | -13.9% | 139,086 | +1.3% | 2.11% | +6.5% |
| Q1 2022 | $3,801,000 | +2.8% | 137,352 | +7.0% | 1.98% | +11.5% |
| Q4 2021 | $3,699,000 | +0.3% | 128,362 | +1.0% | 1.78% | -10.2% |
| Q3 2021 | $3,689,000 | -1.4% | 127,130 | +2.1% | 1.98% | -7.2% |
| Q2 2021 | $3,742,000 | +11.0% | 124,531 | +6.1% | 2.13% | +1.5% |
| Q1 2021 | $3,370,000 | +5.8% | 117,383 | +0.1% | 2.10% | +0.6% |
| Q4 2020 | $3,186,000 | +14.8% | 117,227 | +2.6% | 2.09% | +2.9% |
| Q3 2020 | $2,776,000 | +2.5% | 114,255 | -3.3% | 2.03% | -4.2% |
| Q2 2020 | $2,708,000 | +47.3% | 118,150 | +30.2% | 2.12% | +157.2% |
| Q1 2020 | $1,839,000 | -14.3% | 90,773 | +14.4% | 0.82% | -48.2% |
| Q4 2019 | $2,147,000 | -1.3% | 79,355 | -7.0% | 1.59% | -13.5% |
| Q3 2019 | $2,176,000 | – | 85,351 | – | 1.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 5,835,638 | $161,472,000 | 12.22% |
| MERIDIAN MANAGEMENT CO | 1,155,881 | $31,983,000 | 10.14% |
| Clearwater Capital Advisors, LLC | 1,562,988 | $43,248,000 | 4.96% |
| BALASA DINVERNO & FOLTZ LLC | 2,438,615 | $67,476,000 | 4.55% |
| Wade Financial Advisory, Inc | 316,291 | $8,752,000 | 3.75% |
| Callan Capital, LLC | 838,501 | $23,201,000 | 3.19% |
| Horizon Family Wealth, Inc. | 106,732 | $2,953,000 | 2.93% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,075,935 | $29,771,000 | 2.82% |
| LINCOLN CAPITAL CORP | 137,352 | $3,801,000 | 1.98% |
| Beirne Wealth Consulting Services, LLC | 127,252 | $3,530,000 | 1.97% |