ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 6.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $514,358 | -4.4% | 4,382 | 0.0% | 0.09% | -5.5% |
| Q2 2023 | $537,847 | +7.9% | 4,382 | 0.0% | 0.09% | -7.1% |
| Q4 2022 | $498,359 | +9.1% | 4,382 | 0.0% | 0.10% | +5.4% |
| Q3 2022 | $457,000 | -5.2% | 4,382 | 0.0% | 0.09% | -3.1% |
| Q2 2022 | $482,000 | -15.6% | 4,382 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $571,000 | -5.0% | 4,382 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $601,000 | +7.3% | 4,382 | 0.0% | 0.10% | -2.0% |
| Q3 2021 | $560,000 | -1.2% | 4,382 | 0.0% | 0.10% | -1.9% |
| Q2 2021 | $567,000 | +7.8% | 4,382 | 0.0% | 0.10% | +1.0% |
| Q1 2021 | $526,000 | +2.5% | 4,382 | -5.0% | 0.10% | -4.7% |
| Q4 2020 | $513,000 | +18.8% | 4,613 | +0.0% | 0.11% | +0.9% |
| Q3 2020 | $432,000 | +6.9% | 4,612 | +0.0% | 0.11% | -3.6% |
| Q2 2020 | $404,000 | +64.9% | 4,611 | +83.0% | 0.11% | +66.7% |
| Q4 2019 | $245,000 | – | 2,519 | – | 0.07% | – |
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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% |