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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $319,000 | -2.1% | 2,324 | -9.0% | 0.12% | -11.2% |
| Q3 2021 | $326,000 | -9.9% | 2,554 | -8.6% | 0.13% | -10.1% |
| Q2 2021 | $362,000 | +2.0% | 2,795 | -5.4% | 0.15% | -8.6% |
| Q1 2021 | $355,000 | -86.8% | 2,955 | -87.8% | 0.16% | -87.5% |
| Q4 2020 | $2,699,000 | -42.0% | 24,278 | -51.1% | 1.30% | -54.5% |
| Q3 2020 | $4,655,000 | +10.4% | 49,641 | +3.1% | 2.86% | +8.9% |
| Q2 2020 | $4,217,000 | +685.3% | 48,143 | +540.3% | 2.63% | +274.6% |
| Q1 2020 | $537,000 | -37.0% | 7,519 | -12.9% | 0.70% | -23.0% |
| Q4 2019 | $853,000 | – | 8,631 | – | 0.91% | – |
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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% |