ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $208,658 | +4.1% | 1,700 | 0.0% | 0.02% | -27.3% |
Q1 2023 | $200,362 | -19.4% | 1,700 | -22.2% | 0.02% | -24.1% |
Q4 2022 | $248,497 | +9.0% | 2,185 | 0.0% | 0.03% | +3.6% |
Q3 2022 | $228,000 | -5.0% | 2,185 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $240,000 | -21.6% | 2,185 | -6.8% | 0.03% | -9.7% |
Q1 2022 | $306,000 | -5.0% | 2,345 | 0.0% | 0.03% | +3.3% |
Q4 2021 | $322,000 | +7.7% | 2,345 | 0.0% | 0.03% | +7.1% |
Q3 2021 | $299,000 | -1.3% | 2,345 | 0.0% | 0.03% | -3.4% |
Q2 2021 | $303,000 | -18.5% | 2,345 | -24.2% | 0.03% | -23.7% |
Q1 2021 | $372,000 | +8.1% | 3,095 | 0.0% | 0.04% | +2.7% |
Q4 2020 | $344,000 | +7.8% | 3,095 | -3.1% | 0.04% | -2.6% |
Q3 2020 | $319,000 | +12.7% | 3,195 | -0.8% | 0.04% | +5.6% |
Q2 2020 | $283,000 | -5.4% | 3,220 | -18.8% | 0.04% | -18.2% |
Q1 2020 | $299,000 | -23.1% | 3,965 | 0.0% | 0.04% | -4.3% |
Q4 2019 | $389,000 | +2.9% | 3,965 | -7.3% | 0.05% | -6.1% |
Q3 2019 | $378,000 | -4.1% | 4,275 | -1.2% | 0.05% | -2.0% |
Q2 2019 | $394,000 | -1.3% | 4,325 | -4.7% | 0.05% | -3.8% |
Q1 2019 | $399,000 | +14.7% | 4,540 | 0.0% | 0.05% | +2.0% |
Q4 2018 | $348,000 | -19.6% | 4,540 | -7.8% | 0.05% | -3.8% |
Q3 2018 | $433,000 | -5.3% | 4,924 | -9.2% | 0.05% | -10.2% |
Q2 2018 | $457,000 | -1.3% | 5,424 | -2.9% | 0.06% | -3.3% |
Q1 2018 | $463,000 | -5.7% | 5,584 | -4.7% | 0.06% | -3.2% |
Q4 2017 | $491,000 | +4.0% | 5,859 | -1.5% | 0.06% | -4.5% |
Q3 2017 | $472,000 | -3.3% | 5,947 | -5.4% | 0.07% | -21.4% |
Q2 2017 | $488,000 | -1.2% | 6,287 | -3.8% | 0.08% | -3.4% |
Q1 2017 | $494,000 | +0.6% | 6,537 | -4.4% | 0.09% | -7.4% |
Q4 2016 | $491,000 | +2.9% | 6,837 | 0.0% | 0.09% | 0.0% |
Q3 2016 | $477,000 | +4.4% | 6,837 | +1.9% | 0.09% | +3.3% |
Q2 2016 | $457,000 | +54.9% | 6,712 | -3.1% | 0.09% | +49.2% |
Q1 2016 | $295,000 | +1.7% | 6,928 | +56.1% | 0.06% | -1.6% |
Q4 2015 | $290,000 | – | 4,439 | – | 0.06% | – |
Download |
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% |