ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,714,805 | -7.3% | 39,585 | -4.6% | 0.02% | -6.2% |
| Q2 2023 | $1,849,558 | +10.0% | 41,507 | +2.3% | 0.02% | -5.9% |
| Q1 2023 | $1,681,501 | +7.7% | 40,577 | +1.3% | 0.02% | 0.0% |
| Q4 2022 | $1,561,886 | +53.6% | 40,038 | +42.7% | 0.02% | +30.8% |
| Q3 2022 | $1,017,000 | +52.7% | 28,065 | +59.6% | 0.01% | +44.4% |
| Q2 2022 | $666,000 | -43.4% | 17,582 | -33.5% | 0.01% | -40.0% |
| Q1 2022 | $1,177,000 | -11.8% | 26,455 | -7.8% | 0.02% | -21.1% |
| Q4 2021 | $1,335,000 | -70.1% | 28,678 | -72.9% | 0.02% | -74.3% |
| Q3 2021 | $4,459,000 | -11.5% | 105,819 | -10.1% | 0.07% | -20.4% |
| Q2 2021 | $5,040,000 | -39.2% | 117,684 | -42.3% | 0.09% | -45.3% |
| Q1 2021 | $8,283,000 | +1210.6% | 203,809 | +1115.0% | 0.17% | +900.0% |
| Q4 2020 | $632,000 | – | 16,775 | – | 0.02% | – |
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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% |