ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 87 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,870 | -4.4% | 212 | 0.0% | 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 | $65,000 | 0.0% | 506 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $65,000 | +6.6% | 506 | +0.4% | 0.03% | +10.7% |
| Q1 2021 | $61,000 | +8.9% | 504 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $56,000 | +19.1% | 504 | 0.0% | 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 | $59,000 | – | 601 | – | 0.04% | – |
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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% |