ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 129 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,732 | -6.3% | 2,485 | -2.0% | 0.00% | -25.0% |
| Q2 2023 | $311,190 | +10.2% | 2,535 | +2.1% | 0.00% | 0.0% |
| Q1 2023 | $282,383 | -12.4% | 2,483 | -12.5% | 0.00% | -55.6% |
| Q4 2022 | $322,237 | +20.7% | 2,839 | +11.2% | 0.01% | +125.0% |
| Q3 2022 | $267,000 | -10.4% | 2,553 | -5.8% | 0.00% | -20.0% |
| Q2 2022 | $298,000 | -31.7% | 2,711 | -14.7% | 0.01% | -28.6% |
| Q4 2021 | $436,000 | -80.9% | 3,178 | -90.1% | 0.01% | -93.6% |
| Q1 2020 | $2,281,000 | -58.2% | 31,961 | -42.9% | 0.11% | -49.3% |
| Q4 2019 | $5,451,000 | – | 55,962 | – | 0.22% | – |
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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% |