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 2023 | $5,657 | +3.6% | 48 | 0.0% | 0.00% | – |
| Q4 2022 | $5,459 | -9.0% | 48 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -81.8% | 48 | -84.0% | 0.00% | -100.0% |
| Q4 2020 | $33,000 | -70.3% | 300 | -74.7% | 0.00% | -80.0% |
| Q3 2020 | $111,000 | -77.5% | 1,185 | -82.8% | 0.01% | -84.4% |
| Q1 2020 | $493,000 | +137.0% | 6,903 | +223.6% | 0.03% | +190.9% |
| Q4 2019 | $208,000 | +160.0% | 2,133 | +141.8% | 0.01% | +120.0% |
| Q3 2019 | $80,000 | 0.0% | 882 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $80,000 | +105.1% | 882 | +100.0% | 0.01% | +66.7% |
| Q1 2019 | $39,000 | -18.8% | 441 | -28.9% | 0.00% | -25.0% |
| Q4 2018 | $48,000 | -73.9% | 620 | -70.4% | 0.00% | -69.2% |
| Q3 2018 | $184,000 | +1.1% | 2,094 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $182,000 | +26.4% | 2,094 | +20.1% | 0.01% | +16.7% |
| Q1 2018 | $144,000 | +2.9% | 1,744 | +4.4% | 0.01% | 0.0% |
| Q4 2017 | $140,000 | – | 1,671 | – | 0.01% | – |
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% |