ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,451 | -99.9% | 165,361 | -2.5% | 0.21% | -3.7% |
| Q3 2022 | $6,144,000 | -9.0% | 169,620 | -4.7% | 0.21% | -4.5% |
| Q2 2022 | $6,748,000 | -15.7% | 178,056 | -1.0% | 0.22% | -7.1% |
| Q1 2022 | $8,002,000 | -3.7% | 179,908 | +0.8% | 0.24% | -0.8% |
| Q4 2021 | $8,309,000 | +9.5% | 178,452 | -0.9% | 0.24% | +1.2% |
| Q3 2021 | $7,591,000 | -3.3% | 180,144 | -1.7% | 0.24% | -5.9% |
| Q2 2021 | $7,849,000 | +1.6% | 183,271 | -3.6% | 0.26% | -7.3% |
| Q1 2021 | $7,723,000 | +8.2% | 190,031 | +0.3% | 0.28% | -0.7% |
| Q4 2020 | $7,140,000 | +11.1% | 189,546 | -2.1% | 0.28% | -3.8% |
| Q3 2020 | $6,425,000 | +4.5% | 193,518 | -2.2% | 0.29% | -2.4% |
| Q2 2020 | $6,150,000 | +19.4% | 197,926 | +1.6% | 0.30% | +1.7% |
| Q1 2020 | $5,152,000 | -25.4% | 194,773 | -0.9% | 0.29% | -9.4% |
| Q4 2019 | $6,905,000 | +9.4% | 196,509 | -0.6% | 0.32% | -1.2% |
| Q3 2019 | $6,311,000 | +1.9% | 197,699 | +1.4% | 0.32% | -2.7% |
| Q2 2019 | $6,195,000 | +6.7% | 195,059 | +4.3% | 0.33% | +0.6% |
| Q1 2019 | $5,805,000 | +14.3% | 187,081 | +2.6% | 0.33% | +1.8% |
| Q4 2018 | $5,078,000 | -1.9% | 182,260 | +18.4% | 0.32% | +4.8% |
| Q3 2018 | $5,176,000 | +10.2% | 153,970 | +4.8% | 0.31% | +4.4% |
| Q2 2018 | $4,695,000 | +3.3% | 146,866 | +1.8% | 0.30% | +1.4% |
| Q1 2018 | $4,545,000 | +5.0% | 144,271 | +6.0% | 0.29% | +2.1% |
| Q4 2017 | $4,327,000 | +1931.5% | 136,100 | +1811.0% | 0.29% | +1813.3% |
| Q3 2017 | $213,000 | – | 7,122 | – | 0.02% | – |
Download | ||||||
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% |