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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $639,000 | -85.7% | 4,903 | -85.8% | 0.00% | -88.9% |
| Q4 2021 | $4,465,000 | +26.6% | 34,501 | +24.9% | 0.01% | +28.6% |
| Q3 2021 | $3,528,000 | -21.0% | 27,626 | -19.9% | 0.01% | -22.2% |
| Q2 2021 | $4,465,000 | +10.7% | 34,501 | +2.7% | 0.01% | 0.0% |
| Q1 2021 | $4,034,000 | +82.7% | 33,597 | +69.2% | 0.01% | +80.0% |
| Q4 2020 | $2,208,000 | -2.8% | 19,857 | -18.0% | 0.01% | -16.7% |
| Q3 2020 | $2,271,000 | -60.3% | 24,214 | -69.8% | 0.01% | -64.7% |
| Q2 2020 | $5,714,000 | 0.0% | 80,055 | 0.0% | 0.02% | -19.0% |
| Q1 2020 | $5,714,000 | -51.9% | 80,055 | -34.3% | 0.02% | -38.2% |
| Q4 2019 | $11,873,000 | – | 121,890 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 107,041 | $12,564,433 | 7.79% |
| G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
| CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
| BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
| TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
| Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
| MA Private Wealth | 3,218 | $377,752 | 0.09% |
| Keystone Financial Group | 4,382 | $514,358 | 0.09% |
| Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
| Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |