ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $639,000 | -85.7% | 4,903 | -85.8% | 0.00% | -88.9% |
Q4 2021 | $4,465,000 | +26.6% | 34,501 | +24.9% | 0.01% | +28.6% |
Q3 2021 | $3,528,000 | -21.0% | 27,626 | -19.9% | 0.01% | -22.2% |
Q2 2021 | $4,465,000 | +10.7% | 34,501 | +2.7% | 0.01% | 0.0% |
Q1 2021 | $4,034,000 | +82.7% | 33,597 | +69.2% | 0.01% | +80.0% |
Q4 2020 | $2,208,000 | -2.8% | 19,857 | -18.0% | 0.01% | -16.7% |
Q3 2020 | $2,271,000 | -60.3% | 24,214 | -69.8% | 0.01% | -64.7% |
Q2 2020 | $5,714,000 | 0.0% | 80,055 | 0.0% | 0.02% | -19.0% |
Q1 2020 | $5,714,000 | -51.9% | 80,055 | -34.3% | 0.02% | -38.2% |
Q4 2019 | $11,873,000 | – | 121,890 | – | 0.03% | – |
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% |