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 | $1,580,758 | +127.1% | 36,490 | +133.6% | 0.01% | +100.0% |
| Q2 2023 | $696,038 | -13.2% | 15,620 | -19.3% | 0.00% | -25.0% |
| Q1 2023 | $801,623 | -51.6% | 19,344 | -54.4% | 0.00% | -50.0% |
| Q4 2022 | $1,655,783 | +384.1% | 42,445 | +349.7% | 0.01% | +300.0% |
| Q3 2022 | $342,000 | +2.7% | 9,439 | +7.5% | 0.00% | 0.0% |
| Q2 2022 | $333,000 | -25.5% | 8,781 | -12.7% | 0.00% | -33.3% |
| Q1 2022 | $447,000 | -56.6% | 10,053 | -54.6% | 0.00% | -57.1% |
| Q4 2021 | $1,030,000 | -34.1% | 22,119 | -40.4% | 0.01% | -46.2% |
| Q3 2021 | $1,564,000 | -48.8% | 37,107 | -48.0% | 0.01% | -53.6% |
| Q2 2021 | $3,054,000 | +8.7% | 71,311 | +3.1% | 0.03% | -6.7% |
| Q1 2021 | $2,810,000 | +4.5% | 69,150 | -2.9% | 0.03% | -16.7% |
| Q4 2020 | $2,688,000 | +182.6% | 71,232 | +150.5% | 0.04% | +125.0% |
| Q3 2020 | $951,000 | +5.4% | 28,440 | -2.3% | 0.02% | +6.7% |
| Q2 2020 | $902,000 | +5.1% | 29,119 | -14.6% | 0.02% | -21.1% |
| Q1 2020 | $858,000 | -31.5% | 34,086 | -5.8% | 0.02% | -5.0% |
| Q4 2019 | $1,253,000 | – | 36,199 | – | 0.02% | – |
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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% |