ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,224,220 | +1.1% | 57,017 | -6.1% | 0.34% | -10.9% |
| Q3 2022 | $2,199,000 | -4.8% | 60,701 | -0.4% | 0.38% | -4.0% |
| Q2 2022 | $2,311,000 | -13.7% | 60,964 | +1.3% | 0.40% | -2.7% |
| Q1 2022 | $2,678,000 | +8.4% | 60,197 | +13.5% | 0.41% | +7.9% |
| Q4 2021 | $2,470,000 | +6.5% | 53,055 | -3.6% | 0.38% | -3.0% |
| Q3 2021 | $2,319,000 | -0.5% | 55,037 | +1.1% | 0.39% | -2.0% |
| Q2 2021 | $2,331,000 | +12.6% | 54,416 | +6.8% | 0.40% | +0.2% |
| Q1 2021 | $2,071,000 | +20.7% | 50,970 | +11.9% | 0.40% | +10.8% |
| Q4 2020 | $1,716,000 | +11.4% | 45,544 | -1.9% | 0.36% | -3.7% |
| Q3 2020 | $1,541,000 | +11.3% | 46,428 | +4.2% | 0.38% | +1.3% |
| Q2 2020 | $1,384,000 | +10.2% | 44,538 | -6.2% | 0.37% | -3.4% |
| Q1 2020 | $1,256,000 | -20.9% | 47,487 | +3.1% | 0.38% | -5.4% |
| Q4 2019 | $1,588,000 | +23.5% | 46,044 | +14.3% | 0.41% | +14.7% |
| Q3 2019 | $1,286,000 | +5.5% | 40,290 | +5.0% | 0.35% | +4.7% |
| Q2 2019 | $1,219,000 | -3.3% | 38,366 | -5.6% | 0.34% | -7.4% |
| Q1 2019 | $1,261,000 | +6.1% | 40,646 | -4.7% | 0.36% | -2.9% |
| Q4 2018 | $1,188,000 | – | 42,654 | – | 0.38% | – |
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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% |