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 | $237,224 | -10.2% | 2,021 | -6.1% | 0.16% | -8.1% |
| Q2 2023 | $264,241 | +10.3% | 2,153 | +5.9% | 0.17% | +15.4% |
| Q1 2023 | $239,554 | -2.4% | 2,033 | -5.8% | 0.15% | -8.0% |
| Q4 2022 | $245,500 | +10.1% | 2,159 | +0.9% | 0.16% | -8.5% |
| Q3 2022 | $223,000 | -53.8% | 2,139 | -51.3% | 0.18% | -57.3% |
| Q2 2022 | $483,000 | -12.8% | 4,391 | +3.3% | 0.42% | -6.5% |
| Q1 2022 | $554,000 | -14.1% | 4,251 | -9.5% | 0.44% | -12.8% |
| Q4 2021 | $645,000 | – | 4,697 | – | 0.51% | – |
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% |