ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 80 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $214,000 | -94.7% | 1,781 | -95.1% | 0.05% | -94.1% |
| Q4 2020 | $4,010,000 | -45.4% | 36,070 | -54.0% | 0.82% | -61.5% |
| Q3 2020 | $7,351,000 | +11.9% | 78,396 | +4.5% | 2.12% | -0.2% |
| Q2 2020 | $6,571,000 | +190.6% | 75,023 | +136.9% | 2.13% | +125.8% |
| Q1 2020 | $2,261,000 | -61.9% | 31,670 | -48.0% | 0.94% | -60.3% |
| Q4 2019 | $5,929,000 | – | 60,868 | – | 2.37% | – |
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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% |