ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
Download | ||||||
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% |