Retirement Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 129 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,870
-4.4%
2120.0%0.01%
-9.1%
Q2 2023$26,005
+103920.0%
212
+0.5%
0.01%0.0%
Q1 2023$25
+4.2%
211
+0.5%
0.01%
-8.3%
Q4 2022$24
-100.0%
210
-58.7%
0.01%
-47.8%
Q2 2022$56,000
-15.2%
509
+0.2%
0.02%
-8.0%
Q1 2022$66,000
-5.7%
508
+0.2%
0.02%
-19.4%
Q4 2021$70,000
+7.7%
507
+0.2%
0.03%
+3.3%
Q3 2021$65,0000.0%5060.0%0.03%
-3.2%
Q2 2021$65,000
+6.6%
506
+0.4%
0.03%
+10.7%
Q1 2021$61,000
+8.9%
5040.0%0.03%
+7.7%
Q4 2020$56,000
+19.1%
5040.0%0.03%0.0%
Q3 2020$47,000
-11.3%
504
-16.6%
0.03%
-21.2%
Q2 2020$53,000
-10.2%
604
+0.5%
0.03%
-13.2%
Q4 2019$59,0006010.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 288,677$27,069,0006.61%
VIVID FINANCIAL MANAGEMENT, INC. 49,641$4,655,0002.86%
CLIENT 1ST ADVISORY GROUP, LLC 36,439$3,764,0002.64%
Cooper Financial Group 78,396$7,351,0002.12%
MA Private Wealth 60,011$5,627,0001.33%
Horst & Graben Wealth Management LLC 33,345$3,127,0001.21%
Strategic Blueprint, LLC 39,700$3,723,0001.15%
Anfield Capital Management, LLC 16,156$1,515,0000.87%
Austin Private Wealth, LLC 24,515$2,299,0000.86%
Smart Money Group LLC 20,113$1,886,0000.81%
View complete list of ISHARES TR shareholders