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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $347,903 | +2546.7% | 8,031 | +2622.4% | 0.01% | – |
Q2 2023 | $13,145 | +1813.4% | 295 | -98.2% | 0.00% | -100.0% |
Q1 2023 | $687 | +440.9% | 16,568 | +409.5% | 0.02% | +340.0% |
Q4 2022 | $127 | -100.0% | 3,252 | -87.1% | 0.01% | -66.7% |
Q3 2022 | $915,000 | +6938.5% | 25,257 | +7075.3% | 0.02% | – |
Q2 2022 | $13,000 | -23.5% | 352 | -9.5% | 0.00% | – |
Q1 2022 | $17,000 | -94.4% | 389 | -94.0% | 0.00% | -100.0% |
Q4 2021 | $303,000 | +30200.0% | 6,509 | +20896.8% | 0.01% | – |
Q1 2021 | $1,000 | -96.6% | 31 | -96.0% | 0.00% | -100.0% |
Q4 2020 | $29,000 | -95.9% | 766 | -96.4% | 0.00% | -87.5% |
Q3 2020 | $706,000 | +1.6% | 21,251 | -5.1% | 0.01% | -72.4% |
Q2 2020 | $695,000 | +99.7% | 22,395 | +70.4% | 0.03% | +38.1% |
Q1 2020 | $348,000 | +34700.0% | 13,143 | +46839.3% | 0.02% | – |
Q4 2019 | $1,000 | -99.9% | 28 | -99.9% | 0.00% | -100.0% |
Q3 2019 | $1,101,000 | -34.5% | 34,503 | -34.8% | 0.08% | -33.6% |
Q2 2019 | $1,680,000 | +62.5% | 52,896 | +58.8% | 0.11% | +79.4% |
Q1 2019 | $1,034,000 | +14.3% | 33,316 | +23.7% | 0.06% | -4.5% |
Q3 2018 | $905,000 | +23.0% | 26,929 | +16.9% | 0.07% | +61.0% |
Q2 2018 | $736,000 | -55.7% | 23,029 | -56.4% | 0.04% | -71.1% |
Q1 2018 | $1,663,000 | +33160.0% | 52,790 | +26295.0% | 0.14% | +14100.0% |
Q4 2015 | $5,000 | – | 200 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 2,806,340 | $74,228,000 | 9.92% |
Beirne Wealth Consulting Services, LLC | 325,334 | $8,605,000 | 9.30% |
BALASA DINVERNO & FOLTZ LLC | 1,334,801 | $35,305,000 | 4.44% |
Clearwater Capital Advisors, LLC | 647,127 | $17,117,000 | 3.69% |
Pasadena Private Wealth, LLC | 312,921 | $8,856,000 | 3.65% |
Sterneck Capital Management, LLC | 130,969 | $3,464,000 | 3.49% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 681,287 | $17,148,000 | 3.40% |
Strategic Wealth Management Group, LLC | 164,134 | $4,341,000 | 3.23% |
Stone House Investment Management, LLC | 194,606 | $5,147,000 | 3.01% |
BELLEVUE ASSET MANAGEMENT, LLC | 62,930 | $1,835,000 | 1.90% |