ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,109,580 | -3.2% | 25,613 | -0.5% | 0.09% | 0.0% |
| Q2 2023 | $1,146,663 | +11.8% | 25,733 | +4.0% | 0.09% | +7.3% |
| Q1 2023 | $1,025,268 | +22.6% | 24,741 | +15.4% | 0.08% | +17.1% |
| Q4 2022 | $836,218 | +12.8% | 21,436 | +4.8% | 0.07% | +4.5% |
| Q3 2022 | $741,000 | -6.1% | 20,459 | -1.7% | 0.07% | -5.6% |
| Q2 2022 | $789,000 | +4.8% | 20,820 | +23.0% | 0.07% | +24.6% |
| Q1 2022 | $753,000 | +7.6% | 16,924 | +12.5% | 0.06% | +14.0% |
| Q4 2021 | $700,000 | +11.1% | 15,043 | +0.6% | 0.05% | +2.0% |
| Q3 2021 | $630,000 | +14.8% | 14,954 | +16.7% | 0.05% | +16.7% |
| Q2 2021 | $549,000 | +20.7% | 12,818 | +14.4% | 0.04% | +13.5% |
| Q1 2021 | $455,000 | – | 11,207 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,588,824 | $204,111,000 | 15.44% |
| Beirne Wealth Consulting Services, LLC | 393,155 | $17,493,000 | 9.75% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,401,955 | $62,360,000 | 5.90% |
| Clearwater Capital Advisors, LLC | 1,067,416 | $47,479,000 | 5.44% |
| Wade Financial Advisory, Inc | 253,856 | $11,292,000 | 4.84% |
| Nova R Wealth, Inc. | 126,414 | $5,623,000 | 4.80% |
| AFFINITY WEALTH MANAGEMENT LLC | 527,858 | $23,369,000 | 4.74% |
| Addison Advisors LLC | 194,381 | $8,646,000 | 4.73% |
| SigFig Wealth Management, LLC | 1,999,387 | $88,933,000 | 4.27% |
| Sterneck Capital Management, LLC | 117,802 | $5,240,000 | 3.15% |