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 | $113,976 | -4.3% | 971 | +0.1% | 0.00% | – |
| Q2 2023 | $119,058 | -47.9% | 970 | -50.0% | 0.00% | – |
| Q1 2023 | $228,648 | +107.3% | 1,940 | +100.0% | 0.00% | – |
| Q4 2022 | $110,317 | -70.8% | 970 | -73.2% | 0.00% | – |
| Q3 2022 | $378,000 | +3680.0% | 3,626 | +4067.8% | 0.00% | – |
| Q2 2022 | $10,000 | -37.5% | 87 | -31.0% | 0.00% | – |
| Q1 2022 | $16,000 | +33.3% | 126 | +44.8% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 87 | -1.1% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 88 | +1.1% | 0.00% | – |
| Q2 2021 | $11,000 | +22.2% | 87 | +17.6% | 0.00% | – |
| Q1 2021 | $9,000 | +12.5% | 74 | -1.3% | 0.00% | – |
| Q4 2020 | $8,000 | +14.3% | 75 | +1.4% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 74 | -9.8% | 0.00% | – |
| Q2 2020 | $7,000 | +40.0% | 82 | +6.5% | 0.00% | – |
| Q1 2020 | $5,000 | -44.4% | 77 | -15.4% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 91 | -8.1% | 0.00% | – |
| Q3 2019 | $9,000 | +12.5% | 99 | +6.5% | 0.00% | – |
| Q2 2019 | $8,000 | -11.1% | 93 | -11.4% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 105 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | – | 105 | – | 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% |