ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $245,000 | +7.5% | 6,018 | -0.6% | 0.00% | 0.0% |
| Q4 2020 | $228,000 | -42.1% | 6,056 | -48.9% | 0.00% | -66.7% |
| Q3 2020 | $394,000 | +3.7% | 11,857 | -3.1% | 0.00% | 0.0% |
| Q2 2020 | $380,000 | -5.5% | 12,234 | -19.4% | 0.00% | 0.0% |
| Q1 2020 | $402,000 | -23.3% | 15,186 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $524,000 | +6.3% | 15,186 | -1.7% | 0.00% | 0.0% |
| Q3 2019 | $493,000 | -13.7% | 15,452 | -14.1% | 0.00% | -25.0% |
| Q2 2019 | $571,000 | +12.4% | 17,985 | +9.9% | 0.00% | 0.0% |
| Q1 2019 | $508,000 | – | 16,358 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc. | 4,585,053 | $196,378,000 | 15.58% |
| Beirne Wealth Consulting Services, LLC | 389,543 | $16,686,000 | 9.17% |
| Addison Advisors LLC | 197,438 | $8,456,000 | 6.83% |
| Clearwater Capital Advisors, LLC | 1,066,003 | $45,657,000 | 5.31% |
| Wade Financial Advisory, Inc | 223,030 | $9,552,000 | 5.24% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,020,416 | $43,704,000 | 4.50% |
| Sterneck Capital Management, LLC | 121,589 | $5,262,000 | 3.26% |
| Wescott Financial Advisory Group, LLC | 126,337 | $5,468,000 | 3.22% |
| Family Capital Trust Co | 195,559 | $8,374,000 | 2.37% |
| First Ascent Asset Management, LLC | 208,024 | $8,910,000 | 2.36% |