Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 65 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$721,4840.0%5,0710.0%0.12%0.0%
Q1 2024$721,484
+7.7%
5,071
-0.2%
0.12%
-1.7%
Q4 2023$669,731
+12.9%
5,079
+0.5%
0.12%
+3.5%
Q3 2023$593,322
-6.6%
5,055
-2.3%
0.12%
-2.5%
Q2 2023$635,1805,1750.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 74,968$6,566,0009.15%
Quantitative Advantage, LLC 293,631$25,719,0006.89%
VIVID FINANCIAL MANAGEMENT, INC. 48,143$4,217,0002.63%
Cooper Financial Group 75,023$6,571,0002.13%
CLIENT 1ST ADVISORY GROUP, LLC 23,757$2,182,0001.81%
MA Private Wealth 60,064$5,261,0001.32%
Strategic Blueprint, LLC 31,394$2,750,0000.97%
Horst & Graben Wealth Management LLC 25,056$2,195,0000.96%
Copperleaf Capital, LLC 7,834$686,0000.71%
Anfield Capital Management, LLC 20,044$1,756,0000.69%
View complete list of ISHARES TR shareholders