ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $398,000 | -16.7% | 9,450 | -15.2% | 0.00% | 0.0% |
| Q2 2021 | $478,000 | +5.5% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $453,000 | +7.9% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $420,000 | +13.5% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $370,000 | +6.9% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $346,000 | +17.3% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $295,000 | -23.2% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $384,000 | +7.9% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $356,000 | +0.6% | 11,150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $354,000 | +25.1% | 11,150 | +22.2% | 0.00% | 0.0% |
| Q1 2019 | $283,000 | +11.4% | 9,125 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $254,000 | -17.3% | 9,125 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $307,000 | – | 9,125 | – | 0.00% | – |
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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% |