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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,091 | -43.2% | 103 | -50.0% | 0.00% | – |
| Q2 2023 | $21,300 | +146.0% | 206 | +100.0% | 0.00% | – |
| Q1 2023 | $8,657 | +20511.9% | 103 | -79.6% | 0.00% | -100.0% |
| Q4 2022 | $42 | -99.9% | 505 | +8.4% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | 0.0% | 466 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $40,000 | -18.4% | 466 | -18.1% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +250.0% | 569 | +452.4% | 0.00% | – |
| Q4 2021 | $14,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 103 | -6.4% | 0.00% | – |
| Q1 2021 | $13,000 | -82.4% | 110 | -83.6% | 0.00% | -100.0% |
| Q4 2020 | $74,000 | -33.3% | 669 | -43.1% | 0.00% | -57.1% |
| Q3 2020 | $111,000 | +640.0% | 1,175 | +575.3% | 0.01% | +600.0% |
| Q2 2020 | $15,000 | -42.3% | 174 | -51.3% | 0.00% | -66.7% |
| Q1 2020 | $26,000 | -10.3% | 357 | +22.3% | 0.00% | +50.0% |
| Q4 2019 | $29,000 | +222.2% | 292 | +133.6% | 0.00% | – |
| Q4 2016 | $9,000 | 0.0% | 125 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | 0.0% | 125 | 0.0% | 0.00% | -100.0% |
| Q2 2016 | $9,000 | +12.5% | 125 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | – | 125 | – | 0.00% | – |
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% |