Parallel Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 6.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Parallel Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,253,768
-9.0%
10,681
-4.8%
0.04%
-4.5%
Q2 2023$1,377,791
+3.2%
11,225
-0.9%
0.04%
-2.2%
Q1 2023$1,334,876
-9.8%
11,325
-12.9%
0.04%
-29.7%
Q4 2022$1,479,243
+1.3%
13,006
-7.2%
0.06%
-4.5%
Q3 2022$1,460,000
-6.6%
14,011
-1.4%
0.07%
-6.9%
Q2 2022$1,563,000
-22.9%
14,208
-7.5%
0.07%
-10.0%
Q1 2022$2,028,000
-14.8%
15,358
-11.4%
0.08%
-9.1%
Q4 2021$2,379,000
+5.1%
17,332
-2.2%
0.09%
-3.3%
Q3 2021$2,264,000
-12.5%
17,728
-11.3%
0.09%
-17.3%
Q2 2021$2,586,000
+2.1%
19,981
-5.3%
0.11%
-8.3%
Q1 2021$2,533,000
+4.3%
21,096
-3.5%
0.12%
-9.1%
Q4 2020$2,429,000
+6.2%
21,854
-10.5%
0.13%
-7.0%
Q3 2020$2,288,000
-12.9%
24,405
-18.7%
0.14%
-17.4%
Q2 2020$2,628,000
-76.8%
30,004
-81.1%
0.17%
-81.3%
Q1 2020$11,339,000
+0.7%
158,854
+37.5%
0.92%
+8.8%
Q4 2019$11,255,000115,5430.84%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,041$12,564,4337.79%
G&S Capital LLC 8,876$1,041,8920.53%
CLIENT 1ST ADVISORY GROUP, LLC 3,971$466,1160.25%
BCGM Wealth Management, LLC 3,187$374,0700.17%
TKG Advisors, LLC 2,021$237,2240.16%
Bison Wealth, LLC 5,055$593,3220.12%
MA Private Wealth 3,218$377,7520.09%
Keystone Financial Group 4,382$514,3580.09%
Wharton Business Group, LLC 12,810$1,5040.08%
Cypress Wealth Services, LLC 1,903$223,3630.06%
View complete list of ISHARES TR shareholders