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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $255,000 | -75.6% | 2,319 | -71.1% | 0.01% | -72.0% |
| Q1 2022 | $1,047,000 | -10.1% | 8,036 | -5.2% | 0.02% | -16.7% |
| Q4 2021 | $1,164,000 | +7.4% | 8,481 | -0.1% | 0.03% | -6.2% |
| Q3 2021 | $1,084,000 | -2.3% | 8,487 | -1.0% | 0.03% | -17.9% |
| Q2 2021 | $1,109,000 | +30.6% | 8,569 | +21.2% | 0.04% | -9.3% |
| Q1 2021 | $849,000 | -88.5% | 7,069 | -89.4% | 0.04% | -92.2% |
| Q4 2020 | $7,412,000 | +125.4% | 66,669 | +90.1% | 0.55% | +86.2% |
| Q3 2020 | $3,289,000 | +143.8% | 35,073 | +127.8% | 0.30% | +46.3% |
| Q2 2020 | $1,349,000 | +51.9% | 15,396 | +68.9% | 0.20% | -46.6% |
| Q4 2019 | $888,000 | – | 9,117 | – | 0.38% | – |
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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% |