ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 65 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,918 | -9.6% | 2,291 | -5.5% | 0.00% | – |
| Q2 2023 | $297,522 | -36.9% | 2,424 | -39.4% | 0.00% | -100.0% |
| Q1 2023 | $471,322 | +18.8% | 3,999 | +14.7% | 0.00% | 0.0% |
| Q4 2022 | $396,686 | +1.5% | 3,488 | -7.1% | 0.00% | 0.0% |
| Q3 2022 | $391,000 | -5.3% | 3,754 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $413,000 | -18.9% | 3,754 | -3.9% | 0.00% | 0.0% |
| Q1 2022 | $509,000 | -1.2% | 3,906 | +4.0% | 0.00% | 0.0% |
| Q4 2021 | $515,000 | +47.6% | 3,754 | +37.5% | 0.00% | 0.0% |
| Q3 2021 | $349,000 | -1.1% | 2,731 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $353,000 | +7.6% | 2,731 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $328,000 | +8100.0% | 2,731 | +5254.9% | 0.00% | – |
| Q2 2020 | $4,000 | -99.3% | 51 | -99.3% | 0.00% | -100.0% |
| Q1 2020 | $549,000 | +695.7% | 7,682 | +991.2% | 0.00% | – |
| Q4 2019 | $69,000 | – | 704 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 93,557 | $11,947,000 | 9.04% |
| MA Private Wealth | 63,983 | $8,171,000 | 1.60% |
| G&S Capital LLC | 9,096 | $1,162,000 | 0.64% |
| Anfield Capital Management, LLC | 13,954 | $1,782,000 | 0.56% |
| CLIENT 1ST ADVISORY GROUP, LLC | 8,207 | $1,048,000 | 0.54% |
| Van Hulzen Asset Management, LLC | 27,677 | $3,534,000 | 0.53% |
| Strategic Asset Management, LLC | 1,756 | $229,000 | 0.32% |
| Strategic Blueprint, LLC | 15,563 | $1,987,000 | 0.31% |
| BCGM Wealth Management, LLC | 3,757 | $508,000 | 0.28% |
| HawsGoodwin Investment Management LLC | 6,068 | $775,000 | 0.24% |