James Reed Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 73 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
James Reed Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$17,826,000
-6.6%
171,012
-1.4%
26.69%
+0.8%
Q2 2022$19,092,000
-15.8%
173,522
-0.3%
26.46%
+2.3%
Q1 2022$22,677,000
-6.0%
174,000
-1.0%
25.87%
+12.9%
Q4 2021$24,121,000175,73922.91%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 93,557$11,947,0009.04%
MA Private Wealth 63,983$8,171,0001.60%
G&S Capital LLC 9,096$1,162,0000.64%
Anfield Capital Management, LLC 13,954$1,782,0000.56%
CLIENT 1ST ADVISORY GROUP, LLC 8,207$1,048,0000.54%
Van Hulzen Asset Management, LLC 27,677$3,534,0000.53%
Strategic Asset Management, LLC 1,756$229,0000.32%
Strategic Blueprint, LLC 15,563$1,987,0000.31%
BCGM Wealth Management, LLC 3,757$508,0000.28%
HawsGoodwin Investment Management LLC 6,068$775,0000.24%
View complete list of ISHARES TR shareholders