ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $2,765,000 | +42.7% | 21,216 | +50.3% | 1.01% | +51.3% |
Q4 2021 | $1,938,000 | +8.8% | 14,119 | +1.2% | 0.67% | +20.1% |
Q3 2021 | $1,782,000 | +1.1% | 13,954 | +2.4% | 0.56% | -17.1% |
Q2 2021 | $1,763,000 | +10.5% | 13,624 | +2.5% | 0.67% | +5.3% |
Q1 2021 | $1,596,000 | -0.5% | 13,294 | -7.9% | 0.64% | -6.7% |
Q4 2020 | $1,604,000 | +5.9% | 14,428 | -10.7% | 0.68% | -21.9% |
Q3 2020 | $1,515,000 | -13.7% | 16,156 | -19.4% | 0.87% | +25.9% |
Q2 2020 | $1,756,000 | +132.9% | 20,044 | +89.6% | 0.69% | +58.8% |
Q1 2020 | $754,000 | -18.0% | 10,570 | -5.2% | 0.44% | +17.8% |
Q4 2019 | $919,000 | – | 11,144 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trinity Wealth Management, LLC | 107,041 | $12,564,433 | 7.79% |
G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
MA Private Wealth | 3,218 | $377,752 | 0.09% |
Keystone Financial Group | 4,382 | $514,358 | 0.09% |
Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |