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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,945 | -4.4% | 996 | 0.0% | 0.01% | -8.3% |
| Q2 2023 | $122,285 | +4.1% | 996 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $117,421 | +3.6% | 996 | 0.0% | 0.01% | +7.7% |
| Q4 2022 | $113,303 | +8.9% | 996 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $104,000 | -5.5% | 996 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $110,000 | -14.7% | 996 | +1.0% | 0.01% | -7.1% |
| Q1 2022 | $129,000 | -4.4% | 986 | 0.0% | 0.01% | -12.5% |
| Q4 2021 | $135,000 | +6.3% | 986 | -1.1% | 0.02% | 0.0% |
| Q3 2021 | $127,000 | -1.6% | 997 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $129,000 | +7.5% | 997 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $120,000 | +8.1% | 997 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $111,000 | +19.4% | 997 | 0.0% | 0.02% | -11.1% |
| Q3 2020 | $93,000 | -6.1% | 997 | -11.6% | 0.02% | -10.0% |
| Q2 2020 | $99,000 | +22.2% | 1,128 | -1.1% | 0.02% | 0.0% |
| Q1 2020 | $81,000 | +200.0% | 1,141 | +304.6% | 0.02% | +185.7% |
| Q4 2019 | $27,000 | – | 282 | – | 0.01% | – |
Download | ||||||
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% |