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 | $205 | -1.0% | 1,745 | +3.7% | 0.00% | 0.0% |
| Q2 2023 | $207 | -15.9% | 1,683 | -19.3% | 0.00% | 0.0% |
| Q1 2023 | $246 | -5.4% | 2,086 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $260 | -99.9% | 2,284 | -2.4% | 0.00% | 0.0% |
| Q3 2022 | $244,000 | -11.3% | 2,341 | -6.3% | 0.00% | 0.0% |
| Q2 2022 | $275,000 | -30.7% | 2,498 | -18.1% | 0.00% | -50.0% |
| Q1 2022 | $397,000 | -22.5% | 3,049 | -18.2% | 0.00% | 0.0% |
| Q4 2021 | $512,000 | -12.3% | 3,728 | -18.5% | 0.00% | -33.3% |
| Q3 2021 | $584,000 | -9.6% | 4,576 | -8.4% | 0.00% | 0.0% |
| Q2 2021 | $646,000 | -20.6% | 4,994 | -26.3% | 0.00% | -25.0% |
| Q1 2021 | $814,000 | -61.3% | 6,779 | -64.2% | 0.00% | -66.7% |
| Q4 2020 | $2,105,000 | -7.7% | 18,933 | -22.2% | 0.01% | -20.0% |
| Q3 2020 | $2,281,000 | +27.2% | 24,328 | +18.8% | 0.02% | +15.4% |
| Q2 2020 | $1,793,000 | -18.1% | 20,472 | -33.2% | 0.01% | -38.1% |
| Q1 2020 | $2,188,000 | +83.1% | 30,655 | +149.9% | 0.02% | +133.3% |
| Q4 2019 | $1,195,000 | +440.7% | 12,267 | +404.0% | 0.01% | +350.0% |
| Q3 2019 | $221,000 | +2.3% | 2,434 | +2.4% | 0.00% | 0.0% |
| Q2 2019 | $216,000 | -89.8% | 2,378 | -90.1% | 0.00% | -90.0% |
| Q1 2019 | $2,119,000 | – | 24,082 | – | 0.02% | – |
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% |