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 | $13,150 | +4.5% | 107 | +0.9% | 0.01% | 0.0% |
| Q1 2023 | $12,586 | +4.1% | 106 | 0.0% | 0.01% | +44.4% |
| Q4 2022 | $12,096 | +10.0% | 106 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 106 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $12,000 | -14.3% | 105 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 105 | +1.0% | 0.01% | 0.0% |
| Q4 2021 | $14,000 | -46.2% | 104 | -49.8% | 0.01% | -43.8% |
| Q3 2021 | $26,000 | -40.9% | 207 | -39.3% | 0.02% | -40.7% |
| Q2 2021 | $44,000 | -70.5% | 341 | -72.4% | 0.03% | -72.2% |
| Q1 2021 | $149,000 | -84.8% | 1,236 | -86.0% | 0.10% | -85.2% |
| Q4 2020 | $979,000 | – | 8,808 | – | 0.66% | – |
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% |