ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 71 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,100 | -42.5% | 23,271 | -40.8% | 0.00% | -100.0% |
| Q2 2023 | $1,752,990 | +126.3% | 39,340 | +110.5% | 0.00% | – |
| Q1 2023 | $774,555 | -46.0% | 18,691 | -49.2% | 0.00% | -100.0% |
| Q4 2022 | $1,435,529 | +493.2% | 36,799 | +451.0% | 0.00% | – |
| Q3 2022 | $242,000 | -47.0% | 6,678 | -44.6% | 0.00% | – |
| Q2 2022 | $457,000 | +92.8% | 12,060 | +137.4% | 0.00% | – |
| Q4 2021 | $237,000 | -65.7% | 5,081 | -69.0% | 0.00% | – |
| Q3 2021 | $691,000 | -30.3% | 16,392 | -45.1% | 0.00% | -100.0% |
| Q3 2020 | $992,000 | -46.9% | 29,868 | -50.4% | 0.00% | 0.0% |
| Q2 2020 | $1,869,000 | +510.8% | 60,169 | +420.5% | 0.00% | – |
| Q1 2020 | $306,000 | -92.9% | 11,559 | -91.4% | 0.00% | -100.0% |
| Q3 2019 | $4,313,000 | +460.1% | 135,128 | +457.7% | 0.01% | +600.0% |
| Q2 2019 | $770,000 | -82.8% | 24,231 | -83.2% | 0.00% | -85.7% |
| Q1 2019 | $4,473,000 | +33.8% | 144,159 | +45.0% | 0.01% | 0.0% |
| Q3 2018 | $3,344,000 | +368.3% | 99,444 | +345.6% | 0.01% | +250.0% |
| Q2 2018 | $714,000 | +4.5% | 22,318 | +3.8% | 0.00% | 0.0% |
| Q4 2017 | $683,000 | -84.1% | 21,494 | -85.0% | 0.00% | -85.7% |
| Q3 2017 | $4,288,000 | +96.6% | 143,262 | +88.5% | 0.01% | +75.0% |
| Q2 2017 | $2,181,000 | +123.2% | 75,996 | +107.9% | 0.01% | +100.0% |
| Q4 2016 | $977,000 | – | 36,557 | – | 0.00% | – |
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% |