ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 141 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205 | -1.0% | 1,745 | +3.7% | 0.00% | 0.0% |
| Q2 2023 | $207 | -15.9% | 1,683 | -19.3% | 0.00% | 0.0% |
| Q1 2023 | $246 | -5.4% | 2,086 | -8.7% | 0.00% | 0.0% |
| Q4 2022 | $260 | -99.9% | 2,284 | -2.4% | 0.00% | 0.0% |
| Q3 2022 | $244,000 | -11.3% | 2,341 | -6.3% | 0.00% | 0.0% |
| Q2 2022 | $275,000 | -30.7% | 2,498 | -18.1% | 0.00% | -50.0% |
| Q1 2022 | $397,000 | -22.5% | 3,049 | -18.2% | 0.00% | 0.0% |
| Q4 2021 | $512,000 | -12.3% | 3,728 | -18.5% | 0.00% | -33.3% |
| Q3 2021 | $584,000 | -9.6% | 4,576 | -8.4% | 0.00% | 0.0% |
| Q2 2021 | $646,000 | -20.6% | 4,994 | -26.3% | 0.00% | -25.0% |
| Q1 2021 | $814,000 | -61.3% | 6,779 | -64.2% | 0.00% | -66.7% |
| Q4 2020 | $2,105,000 | -7.7% | 18,933 | -22.2% | 0.01% | -20.0% |
| Q3 2020 | $2,281,000 | +27.2% | 24,328 | +18.8% | 0.02% | +15.4% |
| Q2 2020 | $1,793,000 | -18.1% | 20,472 | -33.2% | 0.01% | -38.1% |
| Q1 2020 | $2,188,000 | +83.1% | 30,655 | +149.9% | 0.02% | +133.3% |
| Q4 2019 | $1,195,000 | +440.7% | 12,267 | +404.0% | 0.01% | +350.0% |
| Q3 2019 | $221,000 | +2.3% | 2,434 | +2.4% | 0.00% | 0.0% |
| Q2 2019 | $216,000 | -89.8% | 2,378 | -90.1% | 0.00% | -90.0% |
| Q1 2019 | $2,119,000 | – | 24,082 | – | 0.02% | – |
Download | ||||||
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% |