ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 65 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $136,000 | -4.2% | 992 | -10.9% | 0.01% | -16.7% |
| Q3 2021 | $142,000 | -3.4% | 1,113 | -2.3% | 0.01% | 0.0% |
| Q2 2021 | $147,000 | +1.4% | 1,139 | -5.6% | 0.01% | -14.3% |
| Q1 2021 | $145,000 | -73.6% | 1,207 | -75.6% | 0.01% | -75.9% |
| Q4 2020 | $550,000 | -45.1% | 4,947 | -53.7% | 0.06% | -58.3% |
| Q3 2020 | $1,002,000 | – | 10,690 | – | 0.14% | – |
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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% |