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 | ||||
|---|---|---|---|---|---|---|
| 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 | 107,041 | $12,564,433 | 7.79% |
| G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
| CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
| BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
| TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
| Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
| MA Private Wealth | 3,218 | $377,752 | 0.09% |
| Keystone Financial Group | 4,382 | $514,358 | 0.09% |
| Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
| Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |