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 | $295,486 | -70.0% | 6,821 | -69.1% | 0.00% | – |
| Q2 2023 | $984,553 | -70.0% | 22,095 | -72.1% | 0.00% | -100.0% |
| Q1 2023 | $3,282,587 | +325.5% | 79,213 | +300.6% | 0.00% | – |
| Q4 2022 | $771,423 | -46.7% | 19,775 | -36.3% | 0.00% | – |
| Q4 2021 | $1,446,000 | +30.2% | 31,060 | +17.8% | 0.00% | – |
| Q3 2021 | $1,111,000 | -36.3% | 26,373 | -35.3% | 0.00% | – |
| Q2 2021 | $1,745,000 | +37.0% | 40,738 | +30.0% | 0.00% | – |
| Q1 2021 | $1,274,000 | +48.8% | 31,338 | +37.9% | 0.00% | – |
| Q4 2020 | $856,000 | -42.2% | 22,727 | -49.1% | 0.00% | – |
| Q3 2020 | $1,482,000 | +70.5% | 44,634 | +59.5% | 0.00% | – |
| Q2 2020 | $869,000 | -35.9% | 27,982 | -34.1% | 0.00% | -100.0% |
| Q3 2019 | $1,355,000 | +49.7% | 42,437 | +48.9% | 0.00% | – |
| Q2 2019 | $905,000 | +120.2% | 28,508 | +121.8% | 0.00% | – |
| Q2 2018 | $411,000 | +53.4% | 12,855 | +52.2% | 0.00% | – |
| Q4 2017 | $268,000 | -71.9% | 8,446 | -74.6% | 0.00% | -100.0% |
| Q2 2017 | $953,000 | -40.2% | 33,207 | -41.8% | 0.00% | 0.0% |
| Q1 2017 | $1,594,000 | – | 57,044 | – | 0.00% | – |
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% |