ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $11,000 | -92.6% | 84 | -93.2% | 0.00% | -94.1% |
| Q1 2021 | $148,000 | -72.9% | 1,229 | -75.0% | 0.03% | -75.2% |
| Q4 2020 | $546,000 | -38.9% | 4,912 | -48.4% | 0.14% | -52.8% |
| Q3 2020 | $893,000 | +80.4% | 9,528 | +68.7% | 0.29% | +53.4% |
| Q2 2020 | $495,000 | +181.2% | 5,648 | +128.6% | 0.19% | +136.2% |
| Q1 2020 | $176,000 | +21.4% | 2,471 | +65.6% | 0.08% | +48.1% |
| Q4 2019 | $145,000 | – | 1,492 | – | 0.05% | – |
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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% |