ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,182 | -2.8% | 5,452 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $242,942 | -48.4% | 5,452 | -52.0% | 0.03% | -50.9% |
| Q1 2023 | $471,166 | +6.3% | 11,370 | +0.1% | 0.06% | +1.9% |
| Q4 2022 | $443,280 | +5.5% | 11,363 | -2.1% | 0.05% | -5.3% |
| Q3 2022 | $420,000 | -4.5% | 11,607 | +0.1% | 0.06% | -8.1% |
| Q2 2022 | $440,000 | -16.7% | 11,599 | -2.3% | 0.06% | 0.0% |
| Q1 2022 | $528,000 | -4.5% | 11,875 | +0.0% | 0.06% | 0.0% |
| Q4 2021 | $553,000 | -11.8% | 11,870 | -20.2% | 0.06% | -19.5% |
| Q3 2021 | $627,000 | -1.1% | 14,881 | +0.6% | 0.08% | 0.0% |
| Q2 2021 | $634,000 | +5.5% | 14,793 | +0.1% | 0.08% | -2.5% |
| Q1 2021 | $601,000 | -6.1% | 14,783 | -13.1% | 0.08% | -11.2% |
| Q4 2020 | $640,000 | +29.3% | 17,002 | +13.9% | 0.09% | +14.1% |
| Q3 2020 | $495,000 | -6.1% | 14,923 | -12.0% | 0.08% | -13.3% |
| Q2 2020 | $527,000 | +21.1% | 16,966 | +3.1% | 0.09% | -1.1% |
| Q1 2020 | $435,000 | -21.6% | 16,456 | +2.3% | 0.09% | -1.1% |
| Q4 2019 | $555,000 | +122.0% | 16,085 | +105.0% | 0.09% | +109.1% |
| Q3 2019 | $250,000 | +22.5% | 7,846 | +21.9% | 0.04% | +18.9% |
| Q2 2019 | $204,000 | – | 6,438 | – | 0.04% | – |
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% |