ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 145 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $16,902 | +11.5% | 350 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $15,162 | -2.8% | 350 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $15,596 | +7.5% | 350 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $14,504 | -51.0% | 350 | -53.8% | 0.00% | -66.7% |
Q4 2022 | $29,570 | +5.6% | 758 | 0.0% | 0.00% | -25.0% |
Q3 2022 | $28,000 | -3.4% | 758 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $29,000 | +81.2% | 758 | +116.6% | 0.00% | +100.0% |
Q1 2022 | $16,000 | – | 350 | – | 0.00% | – |
Download |
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% |