ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 102 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263,000 | -12.3% | 1,918 | -18.5% | 0.01% | -22.2% |
| Q3 2021 | $300,000 | -4.5% | 2,352 | -3.1% | 0.02% | -5.3% |
| Q2 2021 | $314,000 | -26.5% | 2,427 | -31.8% | 0.02% | -34.5% |
| Q1 2021 | $427,000 | -35.0% | 3,560 | -39.8% | 0.03% | -40.8% |
| Q4 2020 | $657,000 | +25.4% | 5,912 | +5.8% | 0.05% | +8.9% |
| Q3 2020 | $524,000 | +54.6% | 5,589 | +44.4% | 0.04% | +36.4% |
| Q2 2020 | $339,000 | – | 3,870 | – | 0.03% | – |
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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% |