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 2022 | $285,000 | -3.7% | 7,857 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $296,000 | -22.5% | 7,823 | -9.0% | 0.01% | 0.0% |
| Q1 2022 | $382,000 | -69.4% | 8,598 | -68.0% | 0.01% | -70.0% |
| Q4 2021 | $1,249,000 | +20.2% | 26,835 | +8.9% | 0.02% | +11.1% |
| Q3 2021 | $1,039,000 | +0.5% | 24,646 | +2.1% | 0.02% | 0.0% |
| Q2 2021 | $1,034,000 | +18.3% | 24,146 | +12.3% | 0.02% | 0.0% |
| Q1 2021 | $874,000 | +6.5% | 21,505 | -1.3% | 0.02% | -5.3% |
| Q4 2020 | $821,000 | -18.8% | 21,799 | -28.4% | 0.02% | -26.9% |
| Q3 2020 | $1,011,000 | +22.2% | 30,452 | +14.4% | 0.03% | +8.3% |
| Q2 2020 | $827,000 | +34.0% | 26,615 | +14.1% | 0.02% | +9.1% |
| Q1 2020 | $617,000 | -31.0% | 23,336 | -10.0% | 0.02% | -15.4% |
| Q4 2019 | $894,000 | – | 25,930 | – | 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% |