INTF — iShares ETFs/USA

Ownership history in CX Institutional  ·  15 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (INTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2020 Q1)
Avg. % of fund
0.01%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,783 -686 -9.2% 0.01% $244K $35.42
2025 Q2 ADDED 7,469 +124 +1.7% 0.01% $256K $33.76
2025 Q1 REDUCED 7,345 -1,364 -15.7% 0.01% $227K $29.92
2023 Q2 ADDED 8,709 +363 +4.3% 0.01% $233K $24.73
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INTF price (monthly, adj. close)

Other funds also holding INTF

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 16.98% Strategic Financial Services, Inc. 3Y 7Y 16.25% Obsido Oy 6.88% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 5.97% Clearwater Capital Advisors, LLC 3Y 7Y 5.79% Northwest Wealth Advisors, LLC 5.04% Weil Company, Inc. 3Y 7Y 3.93% MERIDIAN MANAGEMENT CO 3Y 7Y 2.53% DDFG, Inc 3Y 2.35% Horizon Family Wealth, Inc. 3Y 2.29%
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