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 | $259,531 | -4.4% | 2,211 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $271,383 | +4.1% | 2,211 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $260,592 | +2.9% | 2,211 | -0.7% | 0.02% | 0.0% |
| Q4 2022 | $253,330 | +5.6% | 2,227 | -3.4% | 0.02% | 0.0% |
| Q3 2022 | $240,000 | -5.5% | 2,306 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $254,000 | -15.6% | 2,306 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $301,000 | -9.9% | 2,306 | -5.3% | 0.02% | -25.9% |
| Q4 2021 | $334,000 | +7.4% | 2,436 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $311,000 | -15.7% | 2,436 | -14.6% | 0.03% | -18.2% |
| Q2 2021 | $369,000 | +3.1% | 2,851 | -4.4% | 0.03% | -8.3% |
| Q1 2021 | $358,000 | -0.8% | 2,983 | -8.2% | 0.04% | -14.3% |
| Q4 2020 | $361,000 | +16.1% | 3,250 | -2.1% | 0.04% | +2.4% |
| Q3 2020 | $311,000 | +7.2% | 3,320 | +0.3% | 0.04% | -2.4% |
| Q2 2020 | $290,000 | -95.7% | 3,311 | -96.5% | 0.04% | -96.1% |
| Q1 2020 | $6,766,000 | -48.8% | 94,794 | -30.1% | 1.07% | -38.5% |
| Q4 2019 | $13,214,000 | – | 135,657 | – | 1.73% | – |
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% |