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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |