ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,393 | -6.5% | 6,034 | -3.9% | 0.03% | 0.0% |
| Q2 2023 | $279,659 | +7.1% | 6,276 | -0.4% | 0.03% | 0.0% |
| Q1 2023 | $261,031 | +11.2% | 6,299 | +4.6% | 0.03% | +7.1% |
| Q4 2022 | $234,840 | +6.3% | 6,020 | -1.4% | 0.03% | -3.4% |
| Q3 2022 | $221,000 | -5.6% | 6,108 | -1.2% | 0.03% | +3.6% |
| Q2 2022 | $234,000 | -17.0% | 6,182 | -2.6% | 0.03% | 0.0% |
| Q1 2022 | $282,000 | -0.7% | 6,348 | +3.9% | 0.03% | +3.7% |
| Q4 2021 | $284,000 | +17.4% | 6,107 | +6.2% | 0.03% | +8.0% |
| Q3 2021 | $242,000 | -12.0% | 5,749 | -10.4% | 0.02% | -10.7% |
| Q2 2021 | $275,000 | +5.8% | 6,418 | +0.2% | 0.03% | 0.0% |
| Q1 2021 | $260,000 | +7.4% | 6,404 | -0.3% | 0.03% | 0.0% |
| Q4 2020 | $242,000 | – | 6,425 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |