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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,202 | -96.8% | 564 | -98.5% | 0.00% | -100.0% |
| Q2 2023 | $2,086,875 | +8579.8% | 36,962 | +18018.6% | 0.01% | – |
| Q1 2023 | $24,043 | -29.3% | 204 | -31.8% | 0.00% | – |
| Q4 2022 | $34,005 | -71.4% | 299 | -67.4% | 0.00% | -100.0% |
| Q1 2022 | $119,000 | -91.6% | 916 | -91.2% | 0.00% | -90.9% |
| Q4 2021 | $1,423,000 | -71.4% | 10,364 | -73.4% | 0.01% | -82.3% |
| Q3 2021 | $4,979,000 | +18.6% | 38,993 | +11.5% | 0.06% | -7.5% |
| Q1 2021 | $4,199,000 | +999.2% | 34,967 | +917.4% | 0.07% | +1240.0% |
| Q4 2020 | $382,000 | +221.0% | 3,437 | +153.8% | 0.01% | +150.0% |
| Q2 2020 | $119,000 | -95.5% | 1,354 | -96.3% | 0.00% | -98.1% |
| Q1 2020 | $2,638,000 | +30.3% | 36,961 | +77.8% | 0.11% | +68.8% |
| Q4 2019 | $2,025,000 | – | 20,785 | – | 0.06% | – |
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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% |