ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 76 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,765,000 | +42.7% | 21,216 | +50.3% | 1.01% | +51.3% |
| Q4 2021 | $1,938,000 | +8.8% | 14,119 | +1.2% | 0.67% | +20.1% |
| Q3 2021 | $1,782,000 | +1.1% | 13,954 | +2.4% | 0.56% | -17.1% |
| Q2 2021 | $1,763,000 | +10.5% | 13,624 | +2.5% | 0.67% | +5.3% |
| Q1 2021 | $1,596,000 | -0.5% | 13,294 | -7.9% | 0.64% | -6.7% |
| Q4 2020 | $1,604,000 | +5.9% | 14,428 | -10.7% | 0.68% | -21.9% |
| Q3 2020 | $1,515,000 | -13.7% | 16,156 | -19.4% | 0.87% | +25.9% |
| Q2 2020 | $1,756,000 | +132.9% | 20,044 | +89.6% | 0.69% | +58.8% |
| Q1 2020 | $754,000 | -18.0% | 10,570 | -5.2% | 0.44% | +17.8% |
| Q4 2019 | $919,000 | – | 11,144 | – | 0.37% | – |
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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% |