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 | 107,586 | $7,680,000 | 10.06% |
| PARK AVENUE SECURITIES LLC | 412,961 | $29,477,000 | 2.50% |
| MA Private Wealth | 104,095 | $7,430,000 | 2.18% |
| CLIENT 1ST ADVISORY GROUP, LLC | 20,645 | $1,474,000 | 1.56% |
| Stone House Investment Management, LLC | 35,676 | $2,547,000 | 1.49% |
| Leicht Financial Planning & Wealth Management, Inc. | 16,093 | $1,139,000 | 1.10% |
| Icon Wealth Partners, LLC | 38,911 | $2,777,000 | 1.10% |
| WEALTHSOURCE PARTNERS, LLC | 94,794 | $6,766,000 | 1.07% |
| Concorde Asset Management, LLC | 14,422 | $1,029,000 | 1.06% |
| Sharkey, Howes & Javer | 27,226 | $1,943,000 | 1.01% |