ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 71 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,067,000 | -14.8% | 33,432 | -15.3% | 0.06% | -16.4% |
| Q2 2019 | $1,253,000 | +56.2% | 39,449 | +52.7% | 0.07% | +63.4% |
| Q1 2019 | $802,000 | +4.4% | 25,830 | -6.3% | 0.04% | -6.8% |
| Q4 2018 | $768,000 | +151.0% | 27,570 | +203.4% | 0.04% | +238.5% |
| Q3 2018 | $306,000 | +29.1% | 9,087 | +22.8% | 0.01% | +116.7% |
| Q2 2018 | $237,000 | +17.9% | 7,400 | +15.9% | 0.01% | +20.0% |
| Q1 2018 | $201,000 | – | 6,385 | – | 0.01% | – |
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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% |