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 | $309 | -9.4% | 7,137 | -6.6% | 0.00% | 0.0% |
| Q2 2023 | $341 | -99.9% | 7,644 | +15.4% | 0.00% | 0.0% |
| Q1 2021 | $269,000 | -19.2% | 6,625 | -25.1% | 0.00% | -50.0% |
| Q4 2020 | $333,000 | +13.3% | 8,844 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $294,000 | +16.7% | 8,844 | +9.1% | 0.00% | 0.0% |
| Q2 2020 | $252,000 | -5.6% | 8,103 | +4.6% | 0.00% | 0.0% |
| Q4 2019 | $267,000 | +23.0% | 7,745 | +14.1% | 0.00% | 0.0% |
| Q3 2019 | $217,000 | +8.5% | 6,788 | +7.6% | 0.00% | 0.0% |
| Q2 2019 | $200,000 | -19.0% | 6,311 | -20.6% | 0.00% | 0.0% |
| Q1 2019 | $247,000 | -8.5% | 7,946 | -18.0% | 0.00% | -33.3% |
| Q4 2018 | $270,000 | -22.9% | 9,690 | -6.9% | 0.00% | 0.0% |
| Q3 2018 | $350,000 | +2.3% | 10,406 | -4.0% | 0.00% | 0.0% |
| Q1 2018 | $342,000 | – | 10,843 | – | 0.00% | – |
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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% |