Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,135,577
-5.7%
80,378
-12.4%
0.11%
-11.8%
Q3 2022$3,324,000
-6.3%
91,766
-1.9%
0.13%
+3.3%
Q2 2022$3,546,000
-15.8%
93,562
-1.1%
0.12%
-2.4%
Q1 2022$4,209,000
+1876.1%
94,615
+1392.1%
0.13%
+869.2%
Q3 2018$213,0006,3410.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc. 4,585,053$196,378,00015.58%
Beirne Wealth Consulting Services, LLC 389,543$16,686,0009.17%
Addison Advisors LLC 197,438$8,456,0006.83%
Clearwater Capital Advisors, LLC 1,066,003$45,657,0005.31%
Wade Financial Advisory, Inc 223,030$9,552,0005.24%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,020,416$43,704,0004.50%
Sterneck Capital Management, LLC 121,589$5,262,0003.26%
Wescott Financial Advisory Group, LLC 126,337$5,468,0003.22%
Family Capital Trust Co 195,559$8,374,0002.37%
First Ascent Asset Management, LLC 208,024$8,910,0002.36%
View complete list of ISHARES TR shareholders