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 | $361,680 | -9.3% | 8,349 | -6.7% | 0.08% | -11.6% |
| Q2 2023 | $398,768 | +7.5% | 8,949 | 0.0% | 0.10% | -5.0% |
| Q1 2023 | $370,848 | +42.7% | 8,949 | +34.3% | 0.10% | +33.3% |
| Q4 2022 | $259,924 | +7.9% | 6,663 | 0.0% | 0.08% | -2.6% |
| Q3 2022 | $241,000 | -4.7% | 6,663 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $253,000 | -14.5% | 6,663 | 0.0% | 0.08% | -2.5% |
| Q1 2022 | $296,000 | -4.5% | 6,663 | 0.0% | 0.08% | +2.6% |
| Q4 2021 | $310,000 | +165.0% | 6,663 | +140.7% | 0.08% | +126.5% |
| Q3 2021 | $117,000 | -1.7% | 2,768 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $119,000 | +6.2% | 2,768 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $112,000 | – | 2,768 | – | 0.03% | – |
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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% |