Cascadia Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 61 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cascadia Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$577,000
+62.5%
6,158
+51.8%
0.16%
+48.6%
Q2 2020$355,000
-63.0%
4,056
-58.8%
0.11%
-60.1%
Q4 2019$960,0009,8540.27%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 93,557$11,947,0009.04%
MA Private Wealth 63,983$8,171,0001.60%
G&S Capital LLC 9,096$1,162,0000.64%
Anfield Capital Management, LLC 13,954$1,782,0000.56%
CLIENT 1ST ADVISORY GROUP, LLC 8,207$1,048,0000.54%
Van Hulzen Asset Management, LLC 27,677$3,534,0000.53%
Strategic Asset Management, LLC 1,756$229,0000.32%
Strategic Blueprint, LLC 15,563$1,987,0000.31%
BCGM Wealth Management, LLC 3,757$508,0000.28%
HawsGoodwin Investment Management LLC 6,068$775,0000.24%
View complete list of ISHARES TR shareholders