ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 6.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,440,000 | +87.8% | 26,936 | +90.3% | 0.00% | 0.0% |
| Q2 2021 | $1,832,000 | +4.1% | 14,155 | -3.4% | 0.00% | 0.0% |
| Q1 2021 | $1,760,000 | +0.7% | 14,650 | -6.9% | 0.00% | 0.0% |
| Q4 2020 | $1,748,000 | +367.4% | 15,742 | +295.2% | 0.00% | – |
| Q3 2020 | $374,000 | -93.6% | 3,983 | -95.0% | 0.00% | -100.0% |
| Q1 2020 | $5,843,000 | -21.7% | 79,892 | +4.2% | 0.00% | 0.0% |
| Q4 2019 | $7,465,000 | – | 76,674 | – | 0.00% | – |
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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% |