ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,408,150 | $205,243,000 | 15.27% |
| Beirne Wealth Consulting Services, LLC | 392,459 | $18,274,000 | 10.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,336,561 | $62,230,000 | 6.10% |
| Addison Advisors LLC | 196,318 | $9,141,000 | 5.66% |
| Clearwater Capital Advisors, LLC | 1,049,314 | $48,856,000 | 5.39% |
| Wade Financial Advisory, Inc | 203,869 | $9,492,000 | 4.94% |
| Nova R Wealth, Inc. | 119,046 | $5,543,000 | 4.48% |
| SigFig Wealth Management, LLC | 1,973,216 | $91,873,000 | 4.29% |
| Sterneck Capital Management, LLC | 120,045 | $5,589,000 | 3.31% |
| Plancorp, LLC | 953,126 | $44,378,000 | 2.81% |