ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
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 | 107,586 | $7,680,000 | 10.06% |
| PARK AVENUE SECURITIES LLC | 412,961 | $29,477,000 | 2.50% |
| MA Private Wealth | 104,095 | $7,430,000 | 2.18% |
| CLIENT 1ST ADVISORY GROUP, LLC | 20,645 | $1,474,000 | 1.56% |
| Stone House Investment Management, LLC | 35,676 | $2,547,000 | 1.49% |
| Leicht Financial Planning & Wealth Management, Inc. | 16,093 | $1,139,000 | 1.10% |
| Icon Wealth Partners, LLC | 38,911 | $2,777,000 | 1.10% |
| WEALTHSOURCE PARTNERS, LLC | 94,794 | $6,766,000 | 1.07% |
| Concorde Asset Management, LLC | 14,422 | $1,029,000 | 1.06% |
| Sharkey, Howes & Javer | 27,226 | $1,943,000 | 1.01% |