ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 80 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,363 | -6.9% | 1,903 | 0.0% | 0.06% | -1.6% |
Q2 2023 | $239,846 | +7.3% | 1,903 | +0.3% | 0.06% | -3.1% |
Q1 2023 | $223,542 | +4.0% | 1,897 | +0.4% | 0.06% | -5.8% |
Q4 2022 | $214,846 | +6.9% | 1,889 | +0.3% | 0.07% | +1.5% |
Q3 2022 | $201,000 | -2.4% | 1,884 | +0.4% | 0.07% | +3.0% |
Q2 2022 | $206,000 | -15.6% | 1,876 | +0.3% | 0.07% | -1.5% |
Q1 2022 | $244,000 | -4.7% | 1,870 | +0.3% | 0.07% | -4.3% |
Q4 2021 | $256,000 | +7.6% | 1,865 | +0.3% | 0.07% | -1.4% |
Q3 2021 | $238,000 | -3.6% | 1,860 | -2.7% | 0.07% | +6.0% |
Q2 2021 | $247,000 | -2.4% | 1,912 | -9.4% | 0.07% | +26.4% |
Q1 2021 | $253,000 | +3.7% | 2,110 | -3.9% | 0.05% | -3.6% |
Q4 2020 | $244,000 | +11.4% | 2,195 | -5.8% | 0.06% | -1.8% |
Q3 2020 | $219,000 | +7.9% | 2,331 | +0.6% | 0.06% | +16.7% |
Q2 2020 | $203,000 | -80.8% | 2,318 | -84.4% | 0.05% | -84.6% |
Q1 2020 | $1,058,000 | – | 14,817 | – | 0.31% | – |
Download |
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% |