ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,468 | -4.4% | 1,333 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $163,612 | +4.1% | 1,333 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $157,107 | +0.3% | 1,333 | -3.2% | 0.01% | -6.7% |
| Q4 2022 | $156,604 | +8.8% | 1,377 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $144,000 | -26.2% | 1,377 | -22.3% | 0.01% | -26.3% |
| Q2 2022 | $195,000 | -23.2% | 1,772 | -9.2% | 0.02% | +18.8% |
| Q1 2022 | $254,000 | -7.0% | 1,951 | -1.9% | 0.02% | -5.9% |
| Q4 2021 | $273,000 | +7.1% | 1,988 | -0.4% | 0.02% | -5.6% |
| Q3 2021 | $255,000 | -2.7% | 1,995 | -1.6% | 0.02% | +5.9% |
| Q2 2021 | $262,000 | +1.2% | 2,028 | -5.9% | 0.02% | -5.6% |
| Q1 2021 | $259,000 | -80.0% | 2,155 | -81.5% | 0.02% | -82.7% |
| Q4 2020 | $1,293,000 | -37.0% | 11,634 | -46.8% | 0.10% | -40.9% |
| Q3 2020 | $2,051,000 | -12.6% | 21,871 | -18.4% | 0.18% | -6.9% |
| Q2 2020 | $2,348,000 | +80.2% | 26,812 | +46.9% | 0.19% | +57.5% |
| Q1 2020 | $1,303,000 | +190.2% | 18,255 | +296.3% | 0.12% | +215.8% |
| Q4 2019 | $449,000 | – | 4,606 | – | 0.04% | – |
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% |