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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $127 | +7.6% | 4,803 | -0.2% | 0.01% | -9.1% |
| Q4 2022 | $118 | -99.9% | 4,815 | -1.9% | 0.01% | +10.0% |
| Q3 2022 | $103,000 | -11.2% | 4,910 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $116,000 | -21.1% | 4,910 | -7.5% | 0.01% | -8.3% |
| Q1 2022 | $147,000 | -12.0% | 5,310 | -8.6% | 0.01% | -7.7% |
| Q4 2021 | $167,000 | -1.2% | 5,810 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $169,000 | -3.4% | 5,810 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $175,000 | +4.8% | 5,810 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $167,000 | +5.7% | 5,810 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $158,000 | +8.2% | 5,810 | -3.3% | 0.02% | -15.0% |
| Q3 2020 | $146,000 | +3.5% | 6,010 | -2.0% | 0.02% | -4.8% |
| Q2 2020 | $141,000 | -10.8% | 6,135 | -21.2% | 0.02% | -34.4% |
| Q1 2020 | $158,000 | -36.3% | 7,788 | -15.2% | 0.03% | -8.6% |
| Q4 2019 | $248,000 | +6.0% | 9,182 | -0.1% | 0.04% | -5.4% |
| Q3 2019 | $234,000 | -2.9% | 9,192 | 0.0% | 0.04% | -2.6% |
| Q2 2019 | $241,000 | -97.3% | 9,192 | +3746.0% | 0.04% | -28.3% |
| Q1 2019 | $9,092,000 | +100922.2% | 239 | +11.2% | 0.05% | -18.5% |
| Q4 2018 | $9,000 | -96.2% | 215 | +2587.5% | 0.06% | +51.2% |
| Q3 2018 | $236,000 | +17.4% | 8 | -99.9% | 0.04% | +53.6% |
| Q2 2018 | $201,000 | -35.2% | 7,290 | -32.1% | 0.03% | -61.6% |
| Q1 2018 | $310,000 | -31.3% | 10,732 | -31.4% | 0.07% | -37.6% |
| Q4 2017 | $451,000 | – | 15,640 | – | 0.12% | – |
Download | ||||||
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% |