ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 118 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,117,537 | -10.8% | 95,048 | -8.2% | 0.01% | -16.7% |
| Q2 2023 | $4,615,500 | +8.2% | 103,579 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $4,266,220 | +10.8% | 102,950 | +4.3% | 0.01% | 0.0% |
| Q4 2022 | $3,851,475 | +16.1% | 98,731 | +7.8% | 0.01% | 0.0% |
| Q3 2022 | $3,316,000 | -12.8% | 91,566 | -8.7% | 0.01% | -14.3% |
| Q2 2022 | $3,801,000 | -10.7% | 100,289 | +4.9% | 0.01% | 0.0% |
| Q1 2022 | $4,255,000 | +5.1% | 95,647 | +10.0% | 0.01% | 0.0% |
| Q4 2021 | $4,048,000 | +27.5% | 86,944 | +15.4% | 0.01% | +16.7% |
| Q3 2021 | $3,174,000 | -2.8% | 75,329 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $3,265,000 | -20.4% | 76,225 | -24.5% | 0.01% | -33.3% |
| Q1 2021 | $4,101,000 | +43.2% | 100,911 | +32.8% | 0.01% | +28.6% |
| Q4 2020 | $2,863,000 | +25.6% | 76,015 | +10.8% | 0.01% | +16.7% |
| Q3 2020 | $2,279,000 | +8.3% | 68,630 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $2,105,000 | +26.7% | 67,740 | +7.8% | 0.01% | 0.0% |
| Q1 2020 | $1,662,000 | -30.5% | 62,828 | -9.4% | 0.01% | -25.0% |
| Q4 2019 | $2,391,000 | +1.7% | 69,347 | -5.8% | 0.01% | -11.1% |
| Q3 2019 | $2,351,000 | +7.6% | 73,642 | +7.1% | 0.01% | 0.0% |
| Q2 2019 | $2,184,000 | +14.2% | 68,774 | +11.6% | 0.01% | +12.5% |
| Q1 2019 | $1,912,000 | +139.9% | 61,617 | +115.3% | 0.01% | +100.0% |
| Q4 2018 | $797,000 | -57.4% | 28,623 | -48.6% | 0.00% | -55.6% |
| Q3 2018 | $1,871,000 | +14.0% | 55,641 | +8.4% | 0.01% | 0.0% |
| Q2 2018 | $1,641,000 | +61.0% | 51,342 | +58.8% | 0.01% | +50.0% |
| Q1 2018 | $1,019,000 | +3413.8% | 32,334 | +3410.7% | 0.01% | – |
| Q4 2017 | $29,000 | – | 921 | – | 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% |