ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 65 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $629,656 | +139.2% | 5,130 | +129.7% | 0.10% | +126.2% |
| Q1 2023 | $263,181 | +4.9% | 2,233 | +1.2% | 0.04% | -12.5% |
| Q4 2022 | $250,999 | +356.4% | 2,207 | +421.7% | 0.05% | +433.3% |
| Q2 2021 | $55,000 | +7.8% | 423 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $51,000 | -37.0% | 423 | -50.8% | 0.01% | -67.9% |
| Q3 2020 | $81,000 | -19.0% | 859 | -24.8% | 0.03% | -39.1% |
| Q2 2020 | $100,000 | -87.0% | 1,143 | -89.4% | 0.05% | -90.2% |
| Q1 2020 | $767,000 | -44.7% | 10,746 | -24.6% | 0.47% | -30.7% |
| Q4 2019 | $1,388,000 | – | 14,250 | – | 0.68% | – |
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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% |