ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 28 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $756,000 | +73.0% | 6,438 | +80.8% | 0.00% | – |
| Q2 2023 | $437,000 | -34.0% | 3,561 | -36.6% | 0.00% | – |
| Q1 2023 | $662,000 | -14.4% | 5,616 | -17.4% | 0.00% | – |
| Q4 2022 | $773,000 | +167.5% | 6,795 | +145.1% | 0.00% | – |
| Q3 2022 | $289,000 | -90.2% | 2,772 | -89.7% | 0.00% | -100.0% |
| Q2 2022 | $2,964,000 | +660.0% | 26,937 | +802.7% | 0.00% | – |
| Q1 2022 | $390,000 | -71.4% | 2,984 | -70.0% | 0.00% | – |
| Q4 2021 | $1,365,000 | +150.5% | 9,944 | +132.9% | 0.00% | – |
| Q3 2021 | $545,000 | -90.5% | 4,270 | -90.4% | 0.00% | -100.0% |
| Q2 2021 | $5,739,000 | -45.6% | 44,343 | -49.5% | 0.00% | -33.3% |
| Q1 2021 | $10,550,000 | +2511.4% | 87,859 | +2314.4% | 0.00% | – |
| Q4 2020 | $404,000 | -50.1% | 3,639 | -57.9% | 0.00% | – |
| Q3 2020 | $810,000 | -24.1% | 8,636 | -29.1% | 0.00% | – |
| Q2 2020 | $1,067,000 | -19.3% | 12,179 | -34.3% | 0.00% | -100.0% |
| Q1 2020 | $1,323,000 | +153.0% | 18,532 | +245.3% | 0.00% | – |
| Q4 2019 | $523,000 | -79.4% | 5,367 | -80.8% | 0.00% | -100.0% |
| Q3 2019 | $2,535,000 | -40.0% | 27,924 | -39.8% | 0.00% | -50.0% |
| Q2 2019 | $4,224,000 | +13525.8% | 46,419 | +13162.6% | 0.00% | – |
| Q1 2019 | $31,000 | -91.2% | 350 | -92.4% | 0.00% | – |
| Q4 2018 | $351,000 | +1850.0% | 4,586 | +2193.0% | 0.00% | – |
| Q3 2018 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | – |
| Q2 2018 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $17,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $16,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2017 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | – |
| Q1 2017 | $15,000 | -61.5% | 200 | -66.3% | 0.00% | – |
| Q4 2015 | $39,000 | +21.9% | 594 | +16.2% | 0.00% | – |
| Q3 2015 | $32,000 | -96.0% | 511 | -95.8% | 0.00% | -100.0% |
| Q2 2015 | $801,000 | +267.4% | 12,241 | +244.5% | 0.00% | – |
| Q3 2014 | $218,000 | +395.5% | 3,553 | +380.8% | 0.00% | – |
| Q1 2014 | $44,000 | -84.8% | 739 | -85.4% | 0.00% | – |
| Q4 2013 | $290,000 | +16.0% | 5,050 | +8.0% | 0.00% | – |
| Q3 2013 | $250,000 | – | 4,675 | – | 0.00% | – |
Download | ||||||
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% |