ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,727,539 | $179,174,000 | 15.22% |
| Beirne Wealth Consulting Services, LLC | 378,410 | $14,342,000 | 9.37% |
| Stokes Family Office, LLC | 1,042,206 | $39,500,000 | 5.39% |
| Clearwater Capital Advisors, LLC | 1,022,792 | $38,764,000 | 5.30% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,236,914 | $46,879,000 | 5.08% |
| FORTE ASSET MANAGEMENT LLC | 179,038 | $6,786,000 | 4.70% |
| Addison Advisors LLC | 199,581 | $7,564,000 | 4.58% |
| Wade Financial Advisory, Inc | 235,416 | $8,922,000 | 4.23% |
| SigFig Wealth Management, LLC | 1,982,287 | $75,128,000 | 3.89% |
| Nova R Wealth, Inc. | 121,007 | $4,586,000 | 3.77% |