ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 70 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trinity Wealth Management, LLC | 107,041 | $12,564,433 | 7.79% |
G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
MA Private Wealth | 3,218 | $377,752 | 0.09% |
Keystone Financial Group | 4,382 | $514,358 | 0.09% |
Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |