ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 102 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $653,000 | -62.5% | 5,025 | -60.4% | 0.00% | -75.0% |
| Q4 2021 | $1,741,000 | +2.7% | 12,696 | -4.2% | 0.00% | -20.0% |
| Q3 2021 | $1,696,000 | +3.2% | 13,250 | +4.2% | 0.01% | 0.0% |
| Q2 2021 | $1,643,000 | -41.6% | 12,721 | -45.7% | 0.01% | -44.4% |
| Q1 2021 | $2,815,000 | +89.8% | 23,412 | +75.9% | 0.01% | +50.0% |
| Q4 2020 | $1,483,000 | +3.9% | 13,307 | -34.7% | 0.01% | -33.3% |
| Q1 2020 | $1,428,000 | -51.8% | 20,388 | -32.7% | 0.01% | -47.1% |
| Q4 2019 | $2,961,000 | – | 30,313 | – | 0.02% | – |
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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% |