ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 24 filers reported holding ISHARES TR in Q2 2018. 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 | 107,586 | $7,680,000 | 10.06% |
| PARK AVENUE SECURITIES LLC | 412,961 | $29,477,000 | 2.50% |
| MA Private Wealth | 104,095 | $7,430,000 | 2.18% |
| CLIENT 1ST ADVISORY GROUP, LLC | 20,645 | $1,474,000 | 1.56% |
| Stone House Investment Management, LLC | 35,676 | $2,547,000 | 1.49% |
| Leicht Financial Planning & Wealth Management, Inc. | 16,093 | $1,139,000 | 1.10% |
| Icon Wealth Partners, LLC | 38,911 | $2,777,000 | 1.10% |
| WEALTHSOURCE PARTNERS, LLC | 94,794 | $6,766,000 | 1.07% |
| Concorde Asset Management, LLC | 14,422 | $1,029,000 | 1.06% |
| Sharkey, Howes & Javer | 27,226 | $1,943,000 | 1.01% |