ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 73 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $256 | -100.0% | 2,087 | -76.3% | 0.01% | -77.6% |
| Q3 2022 | $916,000 | -53.1% | 8,788 | -50.5% | 0.05% | -52.9% |
| Q2 2022 | $1,954,000 | -33.6% | 17,757 | -17.1% | 0.10% | +31.6% |
| Q4 2021 | $2,942,000 | -26.9% | 21,430 | -32.0% | 0.08% | -51.2% |
| Q3 2021 | $4,026,000 | +17.8% | 31,525 | +19.4% | 0.16% | -5.3% |
| Q2 2021 | $3,417,000 | -51.8% | 26,402 | -65.1% | 0.17% | -67.5% |
| Q3 2020 | $7,089,000 | – | 75,604 | – | 0.53% | – |
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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% |