ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 71 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,603,869 | +67.8% | 152,444 | +72.6% | 0.01% | +66.7% |
| Q2 2023 | $3,936,200 | +8.3% | 88,335 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $3,634,155 | +0.5% | 87,697 | -5.4% | 0.00% | 0.0% |
| Q4 2022 | $3,616,913 | +12.7% | 92,718 | +4.6% | 0.00% | 0.0% |
| Q3 2022 | $3,210,000 | -8.3% | 88,628 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $3,500,000 | -45.7% | 92,338 | -36.3% | 0.00% | -50.0% |
| Q1 2022 | $6,448,000 | -6.1% | 144,956 | -1.7% | 0.01% | 0.0% |
| Q4 2021 | $6,864,000 | +14.6% | 147,419 | +3.7% | 0.01% | 0.0% |
| Q3 2021 | $5,992,000 | +10.0% | 142,187 | +11.8% | 0.01% | 0.0% |
| Q2 2021 | $5,446,000 | +11.2% | 127,144 | +5.5% | 0.01% | 0.0% |
| Q1 2021 | $4,897,000 | -7.1% | 120,507 | -13.9% | 0.01% | -14.3% |
| Q4 2020 | $5,270,000 | +12.5% | 139,888 | -0.9% | 0.01% | 0.0% |
| Q3 2020 | $4,686,000 | -16.7% | 141,140 | -22.1% | 0.01% | -30.0% |
| Q2 2020 | $5,628,000 | -6.2% | 181,135 | -20.2% | 0.01% | -23.1% |
| Q1 2020 | $6,003,000 | -33.2% | 226,968 | -12.9% | 0.01% | -18.8% |
| Q4 2019 | $8,987,000 | -2.9% | 260,643 | -10.1% | 0.02% | -15.8% |
| Q3 2019 | $9,254,000 | +2.1% | 289,900 | +1.6% | 0.02% | 0.0% |
| Q2 2019 | $9,061,000 | +29.7% | 285,282 | +26.7% | 0.02% | +18.8% |
| Q1 2019 | $6,986,000 | +57.3% | 225,141 | +41.3% | 0.02% | +33.3% |
| Q4 2018 | $4,440,000 | -5.7% | 159,382 | +13.8% | 0.01% | +9.1% |
| Q3 2018 | $4,709,000 | +62.6% | 140,060 | +54.6% | 0.01% | +37.5% |
| Q2 2018 | $2,896,000 | +22.7% | 90,595 | +20.9% | 0.01% | +33.3% |
| Q1 2018 | $2,361,000 | +23.4% | 74,951 | +24.6% | 0.01% | 0.0% |
| Q4 2017 | $1,913,000 | +18.8% | 60,168 | +11.8% | 0.01% | 0.0% |
| Q3 2017 | $1,610,000 | +1.7% | 53,802 | -2.5% | 0.01% | 0.0% |
| Q2 2017 | $1,583,000 | +11.6% | 55,156 | +8.2% | 0.01% | -40.0% |
| Q1 2017 | $1,419,000 | +12.1% | 50,968 | +8.1% | 0.01% | 0.0% |
| Q4 2016 | $1,266,000 | -45.6% | 47,168 | -49.5% | 0.01% | -54.5% |
| Q3 2016 | $2,326,000 | -68.7% | 93,396 | -69.8% | 0.02% | -65.1% |
| Q2 2016 | $7,430,000 | -48.1% | 309,050 | -47.9% | 0.06% | +57.5% |
| Q1 2016 | $14,304,000 | +6.0% | 593,024 | +4.9% | 0.04% | +8.1% |
| Q4 2015 | $13,489,000 | – | 565,568 | – | 0.04% | – |
Download | ||||||
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% |