ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 35 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $103,060 | -12.7% | 878 | -8.7% | 0.00% | -100.0% |
| Q2 2023 | $118,076 | -40.7% | 962 | -43.1% | 0.00% | 0.0% |
| Q1 2023 | $199,183 | +3.5% | 1,690 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $192,429 | +9.3% | 1,692 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $176,000 | -8.3% | 1,692 | -2.9% | 0.00% | 0.0% |
| Q2 2022 | $192,000 | -28.4% | 1,742 | -15.3% | 0.00% | 0.0% |
| Q1 2022 | $268,000 | -11.3% | 2,056 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $302,000 | -21.1% | 2,201 | -26.7% | 0.00% | -50.0% |
| Q3 2021 | $383,000 | -8.4% | 3,002 | -7.1% | 0.00% | 0.0% |
| Q2 2021 | $418,000 | -24.3% | 3,232 | -29.7% | 0.00% | -33.3% |
| Q1 2021 | $552,000 | -33.8% | 4,596 | -38.7% | 0.00% | -25.0% |
| Q4 2020 | $834,000 | -18.4% | 7,503 | -31.1% | 0.00% | -33.3% |
| Q3 2020 | $1,022,000 | -90.4% | 10,896 | -91.0% | 0.01% | -90.6% |
| Q2 2020 | $10,657,000 | +17.0% | 121,666 | -4.6% | 0.06% | -1.5% |
| Q1 2020 | $9,108,000 | -58.4% | 127,597 | -43.2% | 0.06% | -46.7% |
| Q4 2019 | $21,900,000 | -9.9% | 224,818 | -16.0% | 0.12% | -16.4% |
| Q3 2019 | $24,294,000 | +2660.7% | 267,611 | +2666.3% | 0.15% | +2820.0% |
| Q2 2019 | $880,000 | -90.9% | 9,674 | -91.2% | 0.01% | -91.9% |
| Q1 2019 | $9,713,000 | – | 110,389 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trinity Wealth Management, LLC | 93,557 | $11,947,000 | 9.04% |
| MA Private Wealth | 63,983 | $8,171,000 | 1.60% |
| G&S Capital LLC | 9,096 | $1,162,000 | 0.64% |
| Anfield Capital Management, LLC | 13,954 | $1,782,000 | 0.56% |
| CLIENT 1ST ADVISORY GROUP, LLC | 8,207 | $1,048,000 | 0.54% |
| Van Hulzen Asset Management, LLC | 27,677 | $3,534,000 | 0.53% |
| Strategic Asset Management, LLC | 1,756 | $229,000 | 0.32% |
| Strategic Blueprint, LLC | 15,563 | $1,987,000 | 0.31% |
| BCGM Wealth Management, LLC | 3,757 | $508,000 | 0.28% |
| HawsGoodwin Investment Management LLC | 6,068 | $775,000 | 0.24% |