ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $566,000 | -38.7% | 21,389 | -20.2% | 0.19% | -21.1% |
| Q4 2019 | $924,000 | -16.0% | 26,801 | -22.2% | 0.24% | -22.4% |
| Q3 2019 | $1,100,000 | -18.0% | 34,468 | -19.9% | 0.31% | -19.4% |
| Q2 2019 | $1,341,000 | -40.7% | 43,010 | -41.0% | 0.39% | -66.3% |
| Q1 2019 | $2,262,000 | +84.1% | 72,910 | +79.4% | 1.15% | +74.8% |
| Q4 2018 | $1,229,000 | -51.7% | 40,632 | -51.6% | 0.66% | -49.1% |
| Q3 2018 | $2,544,000 | -7.6% | 84,029 | -2.4% | 1.29% | -7.2% |
| Q2 2018 | $2,752,000 | -48.6% | 86,095 | -49.3% | 1.39% | -42.3% |
| Q1 2018 | $5,354,000 | – | 169,955 | – | 2.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,408,150 | $205,243,000 | 15.27% |
| Beirne Wealth Consulting Services, LLC | 392,459 | $18,274,000 | 10.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,336,561 | $62,230,000 | 6.10% |
| Addison Advisors LLC | 196,318 | $9,141,000 | 5.66% |
| Clearwater Capital Advisors, LLC | 1,049,314 | $48,856,000 | 5.39% |
| Wade Financial Advisory, Inc | 203,869 | $9,492,000 | 4.94% |
| Nova R Wealth, Inc. | 119,046 | $5,543,000 | 4.48% |
| SigFig Wealth Management, LLC | 1,973,216 | $91,873,000 | 4.29% |
| Sterneck Capital Management, LLC | 120,045 | $5,589,000 | 3.31% |
| Plancorp, LLC | 953,126 | $44,378,000 | 2.81% |