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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $263,000 | +6.5% | 2,187 | -1.8% | 0.11% | +1.8% |
| Q4 2020 | $247,000 | -43.9% | 2,226 | -52.6% | 0.11% | -44.2% |
| Q3 2020 | $440,000 | +7.1% | 4,694 | -0.1% | 0.20% | -2.9% |
| Q2 2020 | $411,000 | +82.7% | 4,697 | +48.7% | 0.20% | +50.7% |
| Q1 2020 | $225,000 | -13.1% | 3,158 | +19.0% | 0.14% | +29.5% |
| Q4 2019 | $259,000 | -16.2% | 2,654 | -18.8% | 0.10% | -20.5% |
| Q3 2019 | $309,000 | – | 3,267 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 93,557 | $11,947,000 | 9.04% |
| MA Private Wealth | 63,983 | $8,171,000 | 1.60% |
| G&S Capital LLC | 9,096 | $1,162,000 | 0.64% |
| Anfield Capital Management, LLC | 13,954 | $1,782,000 | 0.56% |
| CLIENT 1ST ADVISORY GROUP, LLC | 8,207 | $1,048,000 | 0.54% |
| Van Hulzen Asset Management, LLC | 27,677 | $3,534,000 | 0.53% |
| Strategic Asset Management, LLC | 1,756 | $229,000 | 0.32% |
| Strategic Blueprint, LLC | 15,563 | $1,987,000 | 0.31% |
| BCGM Wealth Management, LLC | 3,757 | $508,000 | 0.28% |
| HawsGoodwin Investment Management LLC | 6,068 | $775,000 | 0.24% |