ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 142 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,365 | -3.0% | 39 | 0.0% | 0.00% | – |
| Q1 2024 | $5,533 | +10.4% | 39 | 0.0% | 0.00% | – |
| Q4 2023 | $5,014 | +63.2% | 39 | +44.4% | 0.00% | – |
| Q3 2023 | $3,072 | -44.4% | 27 | -40.0% | 0.00% | – |
| Q2 2023 | $5,523 | +7.1% | 45 | 0.0% | 0.00% | – |
| Q1 2023 | $5,156 | -81.6% | 45 | -82.4% | 0.00% | -100.0% |
| Q2 2022 | $28,000 | +33.3% | 256 | -11.4% | 0.00% | -50.0% |
| Q1 2020 | $21,000 | -66.7% | 289 | -55.5% | 0.00% | -60.0% |
| Q4 2019 | $63,000 | – | 649 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 103,277 | $12,172,188 | 7.99% |
| MA Private Wealth | 58,872 | $6,938,601 | 1.69% |
| G&S Capital LLC | 9,101 | $1,072,643 | 0.47% |
| CLIENT 1ST ADVISORY GROUP, LLC | 4,813 | $567,260 | 0.31% |
| BCGM Wealth Management, LLC | 3,170 | $373,620 | 0.19% |
| TKG Advisors, LLC | 2,033 | $239,554 | 0.15% |
| Strategic Blueprint, LLC | 7,440 | $876,819 | 0.09% |
| Wharton Business Group, LLC | 12,725 | $1,499 | 0.09% |
| Cypress Wealth Services, LLC | 1,897 | $223,542 | 0.06% |
| Lido Advisors, LLC | 41,529 | $4,894,649 | 0.05% |