ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,252,901 | -10.9% | 28,922 | -8.3% | 0.06% | -3.3% |
| Q2 2023 | $1,405,566 | -13.7% | 31,543 | -19.7% | 0.06% | -18.7% |
| Q1 2023 | $1,628,415 | +0.2% | 39,296 | -5.6% | 0.08% | -3.8% |
| Q4 2022 | $1,624,463 | +7.2% | 41,642 | -0.5% | 0.08% | +5.4% |
| Q3 2022 | $1,515,000 | -0.4% | 41,831 | +4.2% | 0.07% | +10.4% |
| Q2 2022 | $1,521,000 | -55.1% | 40,131 | -47.3% | 0.07% | -45.1% |
| Q1 2022 | $3,385,000 | +2.7% | 76,098 | +7.5% | 0.12% | +8.0% |
| Q4 2021 | $3,297,000 | +9.6% | 70,808 | -0.8% | 0.11% | +0.9% |
| Q3 2021 | $3,008,000 | -5.7% | 71,373 | -4.2% | 0.11% | -8.9% |
| Q2 2021 | $3,189,000 | +4.6% | 74,465 | -0.7% | 0.12% | -6.1% |
| Q1 2021 | $3,048,000 | +8.0% | 75,012 | +0.2% | 0.13% | +4.8% |
| Q4 2020 | $2,821,000 | +10.9% | 74,876 | -2.2% | 0.12% | +5.9% |
| Q3 2020 | $2,543,000 | +1.7% | 76,586 | -4.8% | 0.12% | -8.5% |
| Q2 2020 | $2,501,000 | -10.1% | 80,480 | -23.5% | 0.13% | -24.1% |
| Q1 2020 | $2,781,000 | -40.4% | 105,153 | -22.4% | 0.17% | -26.4% |
| Q4 2019 | $4,670,000 | +19.3% | 135,438 | +10.4% | 0.23% | +10.5% |
| Q3 2019 | $3,915,000 | -16.5% | 122,636 | -16.9% | 0.21% | -20.5% |
| Q2 2019 | $4,688,000 | -6.5% | 147,592 | -8.7% | 0.26% | -11.4% |
| Q1 2019 | $5,016,000 | +1.0% | 161,636 | -9.3% | 0.30% | -5.1% |
| Q4 2018 | $4,964,000 | -42.9% | 178,180 | -31.1% | 0.31% | -34.9% |
| Q3 2018 | $8,689,000 | +150.5% | 258,461 | +138.3% | 0.48% | +135.8% |
| Q2 2018 | $3,468,000 | +14.9% | 108,463 | +13.2% | 0.20% | +21.4% |
| Q1 2018 | $3,019,000 | +47.1% | 95,831 | +48.4% | 0.17% | +51.4% |
| Q4 2017 | $2,052,000 | +19.7% | 64,558 | +12.7% | 0.11% | +14.4% |
| Q3 2017 | $1,715,000 | +63.6% | 57,300 | +57.0% | 0.10% | +56.5% |
| Q2 2017 | $1,048,000 | – | 36,500 | – | 0.06% | – |
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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% |