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 | $441,184 | -0.8% | 10,184 | +2.1% | 0.01% | 0.0% |
| Q2 2023 | $444,588 | +7.6% | 9,977 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $413,231 | +6.3% | 9,972 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $388,727 | +7.7% | 9,965 | +0.1% | 0.01% | -30.0% |
| Q3 2022 | $361,000 | -4.2% | 9,958 | +0.1% | 0.01% | +11.1% |
| Q2 2022 | $377,000 | -14.7% | 9,950 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $442,000 | -4.5% | 9,944 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $463,000 | +10.5% | 9,938 | +0.1% | 0.01% | +12.5% |
| Q3 2021 | $419,000 | -1.4% | 9,932 | +0.0% | 0.01% | -20.0% |
| Q2 2021 | $425,000 | +5.5% | 9,928 | +0.0% | 0.01% | -9.1% |
| Q1 2021 | $403,000 | +7.8% | 9,924 | +0.0% | 0.01% | -8.3% |
| Q4 2020 | $374,000 | +5.1% | 9,921 | -7.4% | 0.01% | -7.7% |
| Q3 2020 | $356,000 | -47.0% | 10,709 | -50.5% | 0.01% | -55.2% |
| Q2 2020 | $672,000 | +19.1% | 21,614 | +1.4% | 0.03% | -3.3% |
| Q1 2020 | $564,000 | -73.8% | 21,317 | -65.9% | 0.03% | -67.4% |
| Q4 2019 | $2,154,000 | +5.3% | 62,559 | -2.4% | 0.09% | +2.2% |
| Q3 2019 | $2,046,000 | +12.0% | 64,101 | +11.4% | 0.09% | +11.1% |
| Q2 2019 | $1,827,000 | -38.0% | 57,563 | -39.4% | 0.08% | -44.9% |
| Q1 2019 | $2,949,000 | +19.9% | 95,059 | +7.6% | 0.15% | +2.1% |
| Q4 2018 | $2,459,000 | -10.8% | 88,356 | +7.7% | 0.14% | +6.7% |
| Q3 2018 | $2,756,000 | +162.7% | 82,030 | +150.0% | 0.14% | +125.0% |
| Q2 2018 | $1,049,000 | -45.6% | 32,818 | -46.5% | 0.06% | -48.3% |
| Q1 2018 | $1,930,000 | -28.1% | 61,287 | -27.4% | 0.12% | -29.3% |
| Q4 2017 | $2,683,000 | +68.3% | 84,429 | +59.0% | 0.16% | +70.8% |
| Q3 2017 | $1,594,000 | +47.6% | 53,098 | +41.5% | 0.10% | +41.2% |
| Q2 2017 | $1,080,000 | +22.3% | 37,530 | +18.7% | 0.07% | +15.3% |
| Q1 2017 | $883,000 | – | 31,617 | – | 0.06% | – |
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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% |