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 | $24,870 | -4.4% | 212 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $26,005 | +103920.0% | 212 | +0.5% | 0.01% | 0.0% |
| Q1 2023 | $25 | +4.2% | 211 | +0.5% | 0.01% | -8.3% |
| Q4 2022 | $24 | -100.0% | 210 | -58.7% | 0.01% | -47.8% |
| Q2 2022 | $56,000 | -15.2% | 509 | +0.2% | 0.02% | -8.0% |
| Q1 2022 | $66,000 | -5.7% | 508 | +0.2% | 0.02% | -19.4% |
| Q4 2021 | $70,000 | +7.7% | 507 | +0.2% | 0.03% | +3.3% |
| Q3 2021 | $65,000 | 0.0% | 506 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $65,000 | +6.6% | 506 | +0.4% | 0.03% | +10.7% |
| Q1 2021 | $61,000 | +8.9% | 504 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $56,000 | +19.1% | 504 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $47,000 | -11.3% | 504 | -16.6% | 0.03% | -21.2% |
| Q2 2020 | $53,000 | -10.2% | 604 | +0.5% | 0.03% | -13.2% |
| Q4 2019 | $59,000 | – | 601 | – | 0.04% | – |
Download | ||||||
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% |