ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 20 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 70 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $7,000 | +16.7% | 70 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | -33.3% | 70 | -36.4% | 0.00% | -42.9% |
| Q1 2018 | $9,000 | 0.0% | 110 | 0.0% | 0.01% | +16.7% |
| Q4 2017 | $9,000 | 0.0% | 110 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $9,000 | 0.0% | 110 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | +12.5% | 110 | 0.0% | 0.01% | +16.7% |
| Q1 2017 | $8,000 | – | 110 | – | 0.01% | – |
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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% |