ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,989 | -99.9% | 35,072 | +0.3% | 0.46% | +2.2% |
| Q3 2022 | $3,647,000 | -6.2% | 34,983 | -1.0% | 0.45% | -3.0% |
| Q2 2022 | $3,887,000 | -15.6% | 35,328 | +0.0% | 0.46% | -4.9% |
| Q1 2022 | $4,603,000 | +17.9% | 35,320 | +24.1% | 0.49% | +14.3% |
| Q4 2021 | $3,905,000 | +10.5% | 28,453 | +2.8% | 0.43% | -18.8% |
| Q3 2021 | $3,534,000 | +2.1% | 27,677 | +3.5% | 0.53% | +1.3% |
| Q2 2021 | $3,462,000 | +10.0% | 26,751 | +2.1% | 0.52% | +3.4% |
| Q1 2021 | $3,146,000 | +8.7% | 26,203 | +0.7% | 0.50% | +14.6% |
| Q4 2020 | $2,894,000 | +699.4% | 26,031 | +413.0% | 0.44% | +461.5% |
| Q1 2020 | $362,000 | -13.2% | 5,074 | +18.7% | 0.08% | -3.7% |
| Q4 2019 | $417,000 | – | 4,276 | – | 0.08% | – |
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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% |