ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $374,070 | -4.4% | 3,187 | 0.0% | 0.17% | 0.0% |
Q2 2023 | $391,151 | +4.7% | 3,187 | +0.5% | 0.17% | -8.5% |
Q1 2023 | $373,620 | -1.6% | 3,170 | -5.0% | 0.19% | +1.6% |
Q4 2022 | $379,591 | +2.9% | 3,338 | 0.0% | 0.18% | +0.5% |
Q3 2022 | $369,000 | -11.3% | 3,338 | -4.0% | 0.18% | -12.8% |
Q2 2022 | $416,000 | -3.3% | 3,476 | -2.2% | 0.21% | -9.8% |
Q1 2022 | $430,000 | -16.8% | 3,555 | -5.6% | 0.23% | -15.8% |
Q4 2021 | $517,000 | +1.8% | 3,767 | +0.3% | 0.28% | -1.8% |
Q3 2021 | $508,000 | +1.6% | 3,757 | -1.6% | 0.28% | -4.4% |
Q2 2021 | $500,000 | +5.0% | 3,817 | -1.1% | 0.30% | -8.9% |
Q1 2021 | $476,000 | +4.2% | 3,859 | +0.2% | 0.32% | +0.3% |
Q4 2020 | $457,000 | – | 3,853 | – | 0.32% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trinity Wealth Management, LLC | 107,586 | $7,680,000 | 10.06% |
PARK AVENUE SECURITIES LLC | 412,961 | $29,477,000 | 2.50% |
MA Private Wealth | 104,095 | $7,430,000 | 2.18% |
CLIENT 1ST ADVISORY GROUP, LLC | 20,645 | $1,474,000 | 1.56% |
Stone House Investment Management, LLC | 35,676 | $2,547,000 | 1.49% |
Leicht Financial Planning & Wealth Management, Inc. | 16,093 | $1,139,000 | 1.10% |
Icon Wealth Partners, LLC | 38,911 | $2,777,000 | 1.10% |
WEALTHSOURCE PARTNERS, LLC | 94,794 | $6,766,000 | 1.07% |
Concorde Asset Management, LLC | 14,422 | $1,029,000 | 1.06% |
Sharkey, Howes & Javer | 27,226 | $1,943,000 | 1.01% |