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 | $4,597,226 | -11.1% | 106,122 | -8.6% | 3.07% | -3.0% |
| Q2 2023 | $5,171,076 | +1.6% | 116,047 | -5.5% | 3.17% | -1.2% |
| Q1 2023 | $5,090,174 | +5.1% | 122,832 | -1.0% | 3.21% | -0.1% |
| Q4 2022 | $4,841,686 | +7.3% | 124,114 | -0.4% | 3.21% | +0.7% |
| Q3 2022 | $4,514,000 | -4.5% | 124,635 | -0.0% | 3.19% | +0.8% |
| Q2 2022 | $4,725,000 | -9.8% | 124,662 | +5.8% | 3.17% | +0.6% |
| Q1 2022 | $5,240,000 | -6.2% | 117,802 | -1.9% | 3.15% | -4.8% |
| Q4 2021 | $5,589,000 | +9.8% | 120,045 | -0.6% | 3.31% | +2.0% |
| Q3 2021 | $5,089,000 | -3.3% | 120,755 | -0.7% | 3.24% | -0.5% |
| Q2 2021 | $5,262,000 | +4.3% | 121,589 | -2.0% | 3.26% | -7.6% |
| Q1 2021 | $5,043,000 | -4.7% | 124,079 | -11.7% | 3.52% | -11.4% |
| Q4 2020 | $5,294,000 | +10.3% | 140,529 | -2.8% | 3.97% | -2.0% |
| Q3 2020 | $4,800,000 | +6.0% | 144,582 | -0.8% | 4.06% | -4.9% |
| Q2 2020 | $4,528,000 | +30.7% | 145,736 | +11.3% | 4.26% | +22.2% |
| Q1 2020 | $3,464,000 | -25.8% | 130,969 | -3.3% | 3.49% | -6.1% |
| Q4 2019 | $4,671,000 | +3.5% | 135,457 | -4.2% | 3.72% | -9.8% |
| Q3 2019 | $4,515,000 | -0.1% | 141,438 | -0.6% | 4.12% | +5.3% |
| Q2 2019 | $4,519,000 | -2.4% | 142,276 | -4.6% | 3.92% | -3.2% |
| Q1 2019 | $4,630,000 | +11.1% | 149,211 | -0.2% | 4.05% | -0.2% |
| Q4 2018 | $4,167,000 | – | 149,580 | – | 4.06% | – |
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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% |