ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,094,000 | +5.3% | 234,108 | -2.8% | 0.05% | -3.8% |
| Q3 2019 | $7,690,000 | -10.0% | 240,943 | -10.1% | 0.05% | -14.5% |
| Q2 2019 | $8,548,000 | -6.1% | 267,900 | -7.9% | 0.06% | -11.4% |
| Q1 2019 | $9,106,000 | +15.5% | 290,942 | +3.1% | 0.07% | -1.4% |
| Q4 2018 | $7,885,000 | +45.2% | 282,256 | +74.8% | 0.07% | +57.8% |
| Q3 2018 | $5,429,000 | +27.4% | 161,479 | +19.1% | 0.04% | +12.5% |
| Q2 2018 | $4,263,000 | 0.0% | 135,552 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,263,000 | +253.2% | 135,552 | +257.0% | 0.04% | +233.3% |
| Q4 2017 | $1,207,000 | +76.2% | 37,969 | +65.9% | 0.01% | +71.4% |
| Q3 2017 | $685,000 | +298.3% | 22,892 | +279.7% | 0.01% | +250.0% |
| Q2 2017 | $172,000 | +30.3% | 6,029 | +27.4% | 0.00% | 0.0% |
| Q1 2017 | $132,000 | +38.9% | 4,733 | +32.2% | 0.00% | +100.0% |
| Q4 2016 | $95,000 | +35.7% | 3,579 | +28.6% | 0.00% | 0.0% |
| Q3 2016 | $70,000 | +18.6% | 2,783 | +14.9% | 0.00% | 0.0% |
| Q2 2016 | $59,000 | 0.0% | 2,423 | +0.4% | 0.00% | 0.0% |
| Q1 2016 | $59,000 | +1.7% | 2,414 | +0.4% | 0.00% | 0.0% |
| Q4 2015 | $58,000 | – | 2,405 | – | 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% |