ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 5 filers reported holding ISHARES TR in Q4 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% | – |
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% |