ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 102 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $833,000 | +7.5% | 6,068 | 0.0% | 0.24% | +3.4% |
| Q3 2021 | $775,000 | -1.3% | 6,068 | 0.0% | 0.24% | -2.9% |
| Q2 2021 | $785,000 | -7.6% | 6,068 | -14.3% | 0.24% | -11.0% |
| Q1 2021 | $850,000 | +7.9% | 7,082 | -0.1% | 0.27% | +10.1% |
| Q4 2020 | $788,000 | +18.5% | 7,090 | 0.0% | 0.25% | +4.7% |
| Q3 2020 | $665,000 | +6.9% | 7,090 | -0.1% | 0.24% | -3.3% |
| Q2 2020 | $622,000 | -58.3% | 7,098 | -66.1% | 0.24% | -67.6% |
| Q1 2020 | $1,493,000 | – | 20,923 | – | 0.75% | – |
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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% |