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 | $2,422,151 | -36.1% | 55,913 | -38.8% | 0.00% | 0.0% |
| Q1 2023 | $3,788,072 | +618.6% | 91,411 | +576.5% | 0.00% | – |
| Q4 2022 | $527,142 | -88.1% | 13,513 | -89.0% | 0.00% | -100.0% |
| Q3 2022 | $4,435,000 | +270.2% | 122,440 | +287.4% | 0.00% | – |
| Q2 2022 | $1,198,000 | -14.4% | 31,609 | +0.5% | 0.00% | – |
| Q1 2022 | $1,399,000 | -61.3% | 31,465 | -59.5% | 0.00% | – |
| Q4 2021 | $3,618,000 | +103.9% | 77,702 | +87.6% | 0.00% | – |
| Q2 2021 | $1,774,000 | +309.7% | 41,429 | +288.9% | 0.00% | – |
| Q1 2021 | $433,000 | -87.2% | 10,654 | -88.2% | 0.00% | – |
| Q4 2020 | $3,396,000 | +92.1% | 90,138 | +69.2% | 0.00% | – |
| Q3 2020 | $1,768,000 | +40.8% | 53,276 | +31.8% | 0.00% | – |
| Q2 2020 | $1,256,000 | +60.8% | 40,437 | +36.9% | 0.00% | – |
| Q1 2020 | $781,000 | -47.2% | 29,546 | -36.2% | 0.00% | – |
| Q3 2019 | $1,478,000 | +108.8% | 46,318 | +107.7% | 0.00% | – |
| Q2 2019 | $708,000 | -78.8% | 22,296 | -79.3% | 0.00% | -100.0% |
| Q1 2019 | $3,336,000 | +58.8% | 107,493 | +72.0% | 0.00% | 0.0% |
| Q3 2018 | $2,101,000 | +122.8% | 62,501 | +108.8% | 0.00% | – |
| Q1 2018 | $943,000 | +228.6% | 29,928 | +231.7% | 0.00% | – |
| Q4 2017 | $287,000 | -49.8% | 9,023 | -54.8% | 0.00% | – |
| Q2 2017 | $572,000 | +10.2% | 19,944 | +2.7% | 0.00% | – |
| Q4 2016 | $519,000 | +47.4% | 19,418 | +39.0% | 0.00% | – |
| Q3 2016 | $352,000 | -38.8% | 13,965 | -41.1% | 0.00% | – |
| Q2 2016 | $575,000 | – | 23,724 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,408,150 | $205,243,000 | 15.27% |
| Beirne Wealth Consulting Services, LLC | 392,459 | $18,274,000 | 10.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,336,561 | $62,230,000 | 6.10% |
| Addison Advisors LLC | 196,318 | $9,141,000 | 5.66% |
| Clearwater Capital Advisors, LLC | 1,049,314 | $48,856,000 | 5.39% |
| Wade Financial Advisory, Inc | 203,869 | $9,492,000 | 4.94% |
| Nova R Wealth, Inc. | 119,046 | $5,543,000 | 4.48% |
| SigFig Wealth Management, LLC | 1,973,216 | $91,873,000 | 4.29% |
| Sterneck Capital Management, LLC | 120,045 | $5,589,000 | 3.31% |
| Plancorp, LLC | 953,126 | $44,378,000 | 2.81% |