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 | $113,941 | -12.2% | 971 | -8.1% | 0.01% | 0.0% |
| Q2 2023 | $129,746 | +1.7% | 1,057 | -2.3% | 0.01% | -14.3% |
| Q1 2023 | $127,515 | +3.1% | 1,082 | -0.6% | 0.01% | -12.5% |
| Q4 2022 | $123,737 | -14.7% | 1,088 | -17.3% | 0.01% | -20.0% |
| Q3 2022 | $145,000 | 0.0% | 1,315 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $145,000 | -26.0% | 1,315 | -8.1% | 0.01% | -16.7% |
| Q4 2021 | $196,000 | -7.5% | 1,431 | -13.7% | 0.01% | +71.4% |
| Q3 2021 | $212,000 | -7.4% | 1,658 | -6.4% | 0.01% | 0.0% |
| Q2 2021 | $229,000 | -0.9% | 1,772 | -7.8% | 0.01% | -12.5% |
| Q1 2021 | $231,000 | – | 1,922 | – | 0.01% | – |
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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% |