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 | $466,116 | -15.3% | 3,971 | -11.5% | 0.25% | -15.2% |
| Q2 2023 | $550,612 | -2.9% | 4,486 | -6.8% | 0.29% | -5.8% |
| Q1 2023 | $567,260 | -0.8% | 4,813 | -4.3% | 0.31% | -7.8% |
| Q4 2022 | $572,055 | -9.6% | 5,030 | -17.2% | 0.33% | -15.2% |
| Q3 2022 | $633,000 | -6.8% | 6,075 | -1.6% | 0.39% | -2.5% |
| Q2 2022 | $679,000 | -30.9% | 6,174 | -18.1% | 0.40% | -15.8% |
| Q1 2022 | $983,000 | -8.9% | 7,541 | -4.1% | 0.48% | -8.9% |
| Q4 2021 | $1,079,000 | +3.0% | 7,864 | -4.2% | 0.53% | -1.5% |
| Q3 2021 | $1,048,000 | -12.5% | 8,207 | -11.3% | 0.54% | -13.8% |
| Q2 2021 | $1,198,000 | -58.0% | 9,257 | -61.0% | 0.62% | -61.9% |
| Q1 2021 | $2,849,000 | -16.9% | 23,725 | -21.1% | 1.63% | -26.7% |
| Q4 2020 | $3,428,000 | -8.9% | 30,088 | -17.4% | 2.23% | -15.6% |
| Q3 2020 | $3,764,000 | +72.5% | 36,439 | +53.4% | 2.64% | +45.9% |
| Q2 2020 | $2,182,000 | +48.0% | 23,757 | +15.1% | 1.81% | +16.3% |
| Q1 2020 | $1,474,000 | -37.3% | 20,645 | -14.5% | 1.56% | -32.9% |
| Q4 2019 | $2,351,000 | – | 24,137 | – | 2.32% | – |
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% |