ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,401 | +15.8% | 2,410 | +19.1% | 0.00% | – |
| Q2 2023 | $90,189 | +25521.9% | 2,024 | +22388.9% | 0.00% | – |
| Q1 2023 | $352 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $2,688,405 | +22303.4% | 68,916 | +26004.5% | 0.01% | – |
| Q1 2022 | $12,000 | +1100.0% | 264 | +842.9% | 0.00% | – |
| Q4 2021 | $1,000 | -75.0% | 28 | -72.3% | 0.00% | – |
| Q1 2021 | $4,000 | – | 101 | +1920.0% | 0.00% | – |
| Q3 2020 | $0 | – | 5 | – | 0.00% | – |
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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% |