ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,065,000 | -48.1% | 7,762 | -51.7% | 0.02% | -53.8% |
| Q3 2021 | $2,053,000 | -0.1% | 16,079 | +1.2% | 0.05% | +2.0% |
| Q2 2021 | $2,056,000 | +8.1% | 15,885 | +0.3% | 0.05% | -3.8% |
| Q1 2021 | $1,902,000 | +8.4% | 15,841 | +0.4% | 0.05% | +1.9% |
| Q4 2020 | $1,754,000 | +49.9% | 15,781 | -3.7% | 0.05% | -3.7% |
| Q1 2020 | $1,170,000 | -26.4% | 16,386 | +0.5% | 0.05% | -12.9% |
| Q4 2019 | $1,589,000 | -0.8% | 16,308 | -7.6% | 0.06% | -10.1% |
| Q3 2019 | $1,602,000 | -9.4% | 17,643 | -9.2% | 0.07% | -10.4% |
| Q2 2019 | $1,768,000 | +0.6% | 19,425 | -2.7% | 0.08% | -2.5% |
| Q1 2019 | $1,757,000 | +64.5% | 19,971 | +43.3% | 0.08% | +43.6% |
| Q4 2018 | $1,068,000 | – | 13,940 | – | 0.06% | – |
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% |