ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,158,303 | -5.7% | 35,426 | -1.4% | 0.00% | 0.0% |
Q2 2023 | $4,407,839 | -1.4% | 35,912 | -5.3% | 0.00% | 0.0% |
Q1 2023 | $4,470,429 | -9.7% | 37,930 | -12.9% | 0.00% | -20.0% |
Q4 2022 | $4,952,103 | +12.1% | 43,543 | +2.8% | 0.01% | 0.0% |
Q3 2022 | $4,417,000 | -3.4% | 42,364 | +2.0% | 0.01% | +25.0% |
Q2 2022 | $4,571,000 | -35.0% | 41,547 | -22.9% | 0.00% | -33.3% |
Q1 2022 | $7,028,000 | -12.7% | 53,921 | -8.0% | 0.01% | -14.3% |
Q4 2021 | $8,046,000 | +27.7% | 58,626 | +18.8% | 0.01% | +16.7% |
Q3 2021 | $6,303,000 | +8.8% | 49,363 | +10.3% | 0.01% | +20.0% |
Q2 2021 | $5,791,000 | +28.0% | 44,749 | +18.8% | 0.01% | +25.0% |
Q1 2021 | $4,523,000 | +11.7% | 37,664 | +3.4% | 0.00% | 0.0% |
Q4 2020 | $4,049,000 | +16.5% | 36,428 | -1.7% | 0.00% | 0.0% |
Q3 2020 | $3,475,000 | -4.2% | 37,047 | -10.6% | 0.00% | -20.0% |
Q2 2020 | $3,629,000 | +8.8% | 41,437 | -11.3% | 0.01% | +25.0% |
Q1 2020 | $3,334,000 | -54.2% | 46,700 | -37.6% | 0.00% | -42.9% |
Q4 2019 | $7,285,000 | +8.0% | 74,790 | +0.7% | 0.01% | 0.0% |
Q3 2019 | $6,744,000 | -2.8% | 74,277 | -2.6% | 0.01% | 0.0% |
Q2 2019 | $6,940,000 | +2.1% | 76,265 | -1.3% | 0.01% | 0.0% |
Q1 2019 | $6,798,000 | +16.7% | 77,250 | +1.6% | 0.01% | +16.7% |
Q4 2018 | $5,826,000 | -14.2% | 76,028 | -1.5% | 0.01% | 0.0% |
Q3 2018 | $6,792,000 | +4.6% | 77,216 | +0.2% | 0.01% | 0.0% |
Q2 2018 | $6,492,000 | +6.2% | 77,036 | +4.5% | 0.01% | 0.0% |
Q1 2018 | $6,111,000 | +47.1% | 73,752 | +48.9% | 0.01% | +50.0% |
Q4 2017 | $4,153,000 | +10.0% | 49,516 | +4.1% | 0.00% | 0.0% |
Q3 2017 | $3,775,000 | +5.9% | 47,577 | +3.7% | 0.00% | 0.0% |
Q2 2017 | $3,564,000 | +18.2% | 45,892 | +15.0% | 0.00% | +33.3% |
Q1 2017 | $3,014,000 | +16.1% | 39,894 | +10.4% | 0.00% | 0.0% |
Q4 2016 | $2,597,000 | +127.6% | 36,151 | +121.3% | 0.00% | +200.0% |
Q3 2016 | $1,141,000 | +33.5% | 16,339 | +30.1% | 0.00% | 0.0% |
Q2 2016 | $855,000 | +40.4% | 12,562 | +36.9% | 0.00% | 0.0% |
Q1 2016 | $609,000 | – | 9,174 | – | 0.00% | – |
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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% |