ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 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% |