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 | ||||
|---|---|---|---|---|---|---|
| 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 | 107,041 | $12,564,433 | 7.79% |
| G&S Capital LLC | 8,876 | $1,041,892 | 0.53% |
| CLIENT 1ST ADVISORY GROUP, LLC | 3,971 | $466,116 | 0.25% |
| BCGM Wealth Management, LLC | 3,187 | $374,070 | 0.17% |
| TKG Advisors, LLC | 2,021 | $237,224 | 0.16% |
| Bison Wealth, LLC | 5,055 | $593,322 | 0.12% |
| MA Private Wealth | 3,218 | $377,752 | 0.09% |
| Keystone Financial Group | 4,382 | $514,358 | 0.09% |
| Wharton Business Group, LLC | 12,810 | $1,504 | 0.08% |
| Cypress Wealth Services, LLC | 1,903 | $223,363 | 0.06% |