ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 88 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $442,847 | +40.2% | 3,220 | +45.0% | 0.00% | – |
| Q1 2024 | $315,876 | +146.9% | 2,220 | +128.9% | 0.00% | – |
| Q4 2023 | $127,914 | +12.2% | 970 | -0.1% | 0.00% | – |
| Q3 2023 | $113,976 | -4.3% | 971 | +0.1% | 0.00% | – |
| Q2 2023 | $119,058 | -47.9% | 970 | -50.0% | 0.00% | – |
| Q1 2023 | $228,648 | +107.3% | 1,940 | +100.0% | 0.00% | – |
| Q4 2022 | $110,317 | -70.8% | 970 | -73.2% | 0.00% | – |
| Q3 2022 | $378,000 | +3680.0% | 3,626 | +4067.8% | 0.00% | – |
| Q2 2022 | $10,000 | -37.5% | 87 | -31.0% | 0.00% | – |
| Q1 2022 | $16,000 | +33.3% | 126 | +44.8% | 0.00% | – |
| Q4 2021 | $12,000 | +9.1% | 87 | -1.1% | 0.00% | – |
| Q3 2021 | $11,000 | 0.0% | 88 | +1.1% | 0.00% | – |
| Q2 2021 | $11,000 | +22.2% | 87 | +17.6% | 0.00% | – |
| Q1 2021 | $9,000 | +12.5% | 74 | -1.3% | 0.00% | – |
| Q4 2020 | $8,000 | +14.3% | 75 | +1.4% | 0.00% | – |
| Q3 2020 | $7,000 | 0.0% | 74 | -9.8% | 0.00% | – |
| Q2 2020 | $7,000 | +40.0% | 82 | +6.5% | 0.00% | – |
| Q1 2020 | $5,000 | -44.4% | 77 | -15.4% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 91 | -8.1% | 0.00% | – |
| Q3 2019 | $9,000 | +12.5% | 99 | +6.5% | 0.00% | – |
| Q2 2019 | $8,000 | -11.1% | 93 | -11.4% | 0.00% | – |
| Q1 2019 | $9,000 | +12.5% | 105 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | -11.1% | 105 | 0.0% | 0.00% | – |
| Q3 2018 | $9,000 | – | 105 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 74,968 | $6,566,000 | 9.15% |
| Quantitative Advantage, LLC | 293,631 | $25,719,000 | 6.89% |
| VIVID FINANCIAL MANAGEMENT, INC. | 48,143 | $4,217,000 | 2.63% |
| Cooper Financial Group | 75,023 | $6,571,000 | 2.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 23,757 | $2,182,000 | 1.81% |
| MA Private Wealth | 60,064 | $5,261,000 | 1.32% |
| Strategic Blueprint, LLC | 31,394 | $2,750,000 | 0.97% |
| Horst & Graben Wealth Management LLC | 25,056 | $2,195,000 | 0.96% |
| Copperleaf Capital, LLC | 7,834 | $686,000 | 0.71% |
| Anfield Capital Management, LLC | 20,044 | $1,756,000 | 0.69% |