Client First Capital LLC - ISHARES TR ownership

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
Client First Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,761,104
+3.5%
41,864
-5.1%
3.72%
+10.5%
Q3 2022$4,599,000
-4.7%
44,119
+0.6%
3.37%
-9.0%
Q2 2022$4,824,000
-16.4%
43,838
-1.0%
3.71%
-4.5%
Q1 2022$5,770,000
-31.7%
44,275
-28.0%
3.88%
-35.3%
Q4 2021$8,446,00061,5316.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,586$7,680,00010.06%
PARK AVENUE SECURITIES LLC 412,961$29,477,0002.50%
MA Private Wealth 104,095$7,430,0002.18%
CLIENT 1ST ADVISORY GROUP, LLC 20,645$1,474,0001.56%
Stone House Investment Management, LLC 35,676$2,547,0001.49%
Leicht Financial Planning & Wealth Management, Inc. 16,093$1,139,0001.10%
Icon Wealth Partners, LLC 38,911$2,777,0001.10%
WEALTHSOURCE PARTNERS, LLC 94,794$6,766,0001.07%
Concorde Asset Management, LLC 14,422$1,029,0001.06%
Sharkey, Howes & Javer 27,226$1,943,0001.01%
View complete list of ISHARES TR shareholders