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 | $231,708 | -4.4% | 1,974 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $242,289 | -2.2% | 1,974 | -6.1% | 0.01% | -9.1% |
| Q1 2023 | $247,742 | +1.6% | 2,102 | -2.0% | 0.01% | 0.0% |
| Q4 2022 | $243,948 | +8.9% | 2,145 | 0.0% | 0.01% | +10.0% |
| Q3 2022 | $224,000 | -5.1% | 2,145 | 0.0% | 0.01% | +11.1% |
| Q2 2022 | $236,000 | -7.8% | 2,145 | +9.3% | 0.01% | -10.0% |
| Q1 2022 | $256,000 | – | 1,962 | – | 0.01% | – |
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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% |