ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $629,585 | -14.8% | 14,533 | -12.3% | 0.00% | – |
| Q2 2023 | $738,598 | -24.6% | 16,575 | -29.9% | 0.00% | – |
| Q1 2023 | $979,830 | -94.7% | 23,645 | -95.0% | 0.00% | -100.0% |
| Q4 2022 | $18,419,576 | +9.8% | 472,176 | +1.9% | 0.01% | 0.0% |
| Q3 2022 | $16,782,000 | -12.2% | 463,342 | -8.1% | 0.01% | -9.1% |
| Q2 2022 | $19,117,000 | -15.5% | 504,398 | -0.9% | 0.01% | 0.0% |
| Q1 2022 | $22,629,000 | -8.4% | 508,731 | -4.2% | 0.01% | -8.3% |
| Q4 2021 | $24,714,000 | +8.4% | 530,801 | -1.9% | 0.01% | -7.7% |
| Q3 2021 | $22,793,000 | +892.7% | 540,892 | +909.1% | 0.01% | +1200.0% |
| Q2 2021 | $2,296,000 | +40.4% | 53,602 | +33.2% | 0.00% | 0.0% |
| Q1 2021 | $1,635,000 | -14.0% | 40,242 | -20.3% | 0.00% | 0.0% |
| Q4 2020 | $1,902,000 | +5.8% | 50,491 | -6.8% | 0.00% | -50.0% |
| Q3 2020 | $1,798,000 | +59.5% | 54,164 | +49.3% | 0.00% | +100.0% |
| Q2 2020 | $1,127,000 | +1.5% | 36,288 | -13.5% | 0.00% | 0.0% |
| Q1 2020 | $1,110,000 | -48.5% | 41,960 | -32.9% | 0.00% | -50.0% |
| Q4 2019 | $2,157,000 | -8.4% | 62,553 | -15.3% | 0.00% | -33.3% |
| Q3 2019 | $2,356,000 | -7.8% | 73,810 | -8.3% | 0.00% | 0.0% |
| Q2 2019 | $2,555,000 | +5.8% | 80,453 | +3.4% | 0.00% | 0.0% |
| Q1 2019 | $2,415,000 | -18.9% | 77,820 | -27.2% | 0.00% | -40.0% |
| Q4 2018 | $2,978,000 | +3.8% | 106,893 | +25.3% | 0.01% | 0.0% |
| Q3 2018 | $2,868,000 | – | 85,299 | – | 0.01% | – |
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% |