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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $112,344 | +1.7% | 2,711 | -4.3% | 0.00% | 0.0% |
| Q4 2022 | $110,476 | +67.4% | 2,832 | +82.5% | 0.00% | +50.0% |
| Q2 2021 | $66,000 | +6.5% | 1,552 | -5.8% | 0.00% | 0.0% |
| Q4 2020 | $62,000 | +12.7% | 1,647 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $55,000 | +25.0% | 1,647 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | -40.5% | 1,647 | -23.8% | 0.00% | -25.0% |
| Q4 2019 | $74,000 | -41.3% | 2,160 | -42.1% | 0.00% | -55.6% |
| Q3 2018 | $126,000 | +38.5% | 3,733 | +35.4% | 0.01% | +28.6% |
| Q2 2018 | $91,000 | +24.7% | 2,756 | +19.4% | 0.01% | +16.7% |
| Q1 2018 | $73,000 | +121.2% | 2,308 | +120.9% | 0.01% | +100.0% |
| Q4 2017 | $33,000 | +6.5% | 1,045 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $31,000 | – | 1,045 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |