ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 6.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,374 | +310.3% | 804 | +290.3% | 0.00% | +300.0% |
| Q2 2022 | $23,000 | -57.4% | 206 | -50.0% | 0.00% | 0.0% |
| Q1 2022 | $54,000 | -5.3% | 412 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $57,000 | +7.5% | 412 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $53,000 | 0.0% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $53,000 | +8.2% | 412 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $49,000 | – | 412 | – | 0.00% | – |
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% |