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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |