ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 4 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $505,000 | +117.7% | 7,034 | +106.5% | 0.01% | +140.0% |
| Q2 2016 | $232,000 | -34.3% | 3,407 | -36.0% | 0.01% | -50.0% |
| Q1 2016 | $353,000 | -14.5% | 5,327 | -16.7% | 0.01% | +42.9% |
| Q4 2015 | $413,000 | -10.8% | 6,392 | -14.8% | 0.01% | -12.5% |
| Q3 2015 | $463,000 | +33.0% | 7,500 | +41.1% | 0.01% | +33.3% |
| Q2 2015 | $348,000 | -54.3% | 5,315 | -56.8% | 0.01% | -50.0% |
| Q2 2014 | $761,000 | +3.4% | 12,305 | -1.0% | 0.01% | +33.3% |
| Q1 2014 | $736,000 | -4.2% | 12,424 | -6.9% | 0.01% | +12.5% |
| Q4 2013 | $768,000 | -21.5% | 13,346 | -27.0% | 0.01% | -33.3% |
| Q3 2013 | $978,000 | – | 18,280 | – | 0.01% | – |
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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% |