ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,217,458 | +89815.7% | 9,919 | -13.7% | 0.01% | -16.7% |
| Q1 2023 | $1,354 | -4.0% | 11,491 | -7.4% | 0.01% | -14.3% |
| Q4 2022 | $1,411 | -99.9% | 12,409 | -2.1% | 0.01% | 0.0% |
| Q3 2022 | $1,321,000 | -4.1% | 12,675 | +1.3% | 0.01% | 0.0% |
| Q2 2022 | $1,377,000 | -8.6% | 12,518 | +8.3% | 0.01% | 0.0% |
| Q1 2022 | $1,506,000 | -16.1% | 11,559 | -11.6% | 0.01% | -12.5% |
| Q4 2021 | $1,794,000 | +179300.0% | 13,071 | +130610.0% | 0.01% | – |
| Q1 2020 | $1,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 74,968 | $6,566,000 | 9.15% |
| Quantitative Advantage, LLC | 293,631 | $25,719,000 | 6.89% |
| VIVID FINANCIAL MANAGEMENT, INC. | 48,143 | $4,217,000 | 2.63% |
| Cooper Financial Group | 75,023 | $6,571,000 | 2.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 23,757 | $2,182,000 | 1.81% |
| MA Private Wealth | 60,064 | $5,261,000 | 1.32% |
| Strategic Blueprint, LLC | 31,394 | $2,750,000 | 0.97% |
| Horst & Graben Wealth Management LLC | 25,056 | $2,195,000 | 0.96% |
| Copperleaf Capital, LLC | 7,834 | $686,000 | 0.71% |
| Anfield Capital Management, LLC | 20,044 | $1,756,000 | 0.69% |