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 | $223,363 | -6.9% | 1,903 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $239,846 | +7.3% | 1,903 | +0.3% | 0.06% | -3.1% |
| Q1 2023 | $223,542 | +4.0% | 1,897 | +0.4% | 0.06% | -5.8% |
| Q4 2022 | $214,846 | +6.9% | 1,889 | +0.3% | 0.07% | +1.5% |
| Q3 2022 | $201,000 | -2.4% | 1,884 | +0.4% | 0.07% | +3.0% |
| Q2 2022 | $206,000 | -15.6% | 1,876 | +0.3% | 0.07% | -1.5% |
| Q1 2022 | $244,000 | -4.7% | 1,870 | +0.3% | 0.07% | -4.3% |
| Q4 2021 | $256,000 | +7.6% | 1,865 | +0.3% | 0.07% | -1.4% |
| Q3 2021 | $238,000 | -3.6% | 1,860 | -2.7% | 0.07% | +6.0% |
| Q2 2021 | $247,000 | -2.4% | 1,912 | -9.4% | 0.07% | +26.4% |
| Q1 2021 | $253,000 | +3.7% | 2,110 | -3.9% | 0.05% | -3.6% |
| Q4 2020 | $244,000 | +11.4% | 2,195 | -5.8% | 0.06% | -1.8% |
| Q3 2020 | $219,000 | +7.9% | 2,331 | +0.6% | 0.06% | +16.7% |
| Q2 2020 | $203,000 | -80.8% | 2,318 | -84.4% | 0.05% | -84.6% |
| Q1 2020 | $1,058,000 | – | 14,817 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 107,041 | $12,564,433 | 7.79% |
| G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
| CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
| BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
| TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
| Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
| MA Private Wealth | 3,218 | $377,752 | 0.09% |
| Keystone Financial Group | 4,382 | $514,358 | 0.09% |
| Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
| Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |