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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,657 | +3.6% | 48 | 0.0% | 0.00% | – |
| Q4 2022 | $5,459 | -9.0% | 48 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -81.8% | 48 | -84.0% | 0.00% | -100.0% |
| Q4 2020 | $33,000 | -70.3% | 300 | -74.7% | 0.00% | -80.0% |
| Q3 2020 | $111,000 | -77.5% | 1,185 | -82.8% | 0.01% | -84.4% |
| Q1 2020 | $493,000 | +137.0% | 6,903 | +223.6% | 0.03% | +190.9% |
| Q4 2019 | $208,000 | +160.0% | 2,133 | +141.8% | 0.01% | +120.0% |
| Q3 2019 | $80,000 | 0.0% | 882 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $80,000 | +105.1% | 882 | +100.0% | 0.01% | +66.7% |
| Q1 2019 | $39,000 | -18.8% | 441 | -28.9% | 0.00% | -25.0% |
| Q4 2018 | $48,000 | -73.9% | 620 | -70.4% | 0.00% | -69.2% |
| Q3 2018 | $184,000 | +1.1% | 2,094 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $182,000 | +26.4% | 2,094 | +20.1% | 0.01% | +16.7% |
| Q1 2018 | $144,000 | +2.9% | 1,744 | +4.4% | 0.01% | 0.0% |
| Q4 2017 | $140,000 | – | 1,671 | – | 0.01% | – |
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% |