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 | $113,941 | -12.2% | 971 | -8.1% | 0.01% | 0.0% |
| Q2 2023 | $129,746 | +1.7% | 1,057 | -2.3% | 0.01% | -14.3% |
| Q1 2023 | $127,515 | +3.1% | 1,082 | -0.6% | 0.01% | -12.5% |
| Q4 2022 | $123,737 | -14.7% | 1,088 | -17.3% | 0.01% | -20.0% |
| Q3 2022 | $145,000 | 0.0% | 1,315 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $145,000 | -26.0% | 1,315 | -8.1% | 0.01% | -16.7% |
| Q4 2021 | $196,000 | -7.5% | 1,431 | -13.7% | 0.01% | +71.4% |
| Q3 2021 | $212,000 | -7.4% | 1,658 | -6.4% | 0.01% | 0.0% |
| Q2 2021 | $229,000 | -0.9% | 1,772 | -7.8% | 0.01% | -12.5% |
| Q1 2021 | $231,000 | – | 1,922 | – | 0.01% | – |
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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% |