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 | $478 | -2.8% | 11,034 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $492 | +7.7% | 11,034 | +0.0% | 0.07% | -1.3% |
| Q1 2023 | $457 | +6.3% | 11,032 | +0.0% | 0.08% | 0.0% |
| Q4 2022 | $430 | -99.9% | 11,029 | +21.5% | 0.08% | +17.2% |
| Q3 2022 | $329,000 | -4.4% | 9,075 | +0.0% | 0.06% | 0.0% |
| Q2 2022 | $344,000 | -16.5% | 9,071 | -2.1% | 0.06% | -5.9% |
| Q1 2022 | $412,000 | -6.6% | 9,262 | -2.2% | 0.07% | -4.2% |
| Q4 2021 | $441,000 | +10.5% | 9,474 | +0.0% | 0.07% | 0.0% |
| Q3 2021 | $399,000 | +11.8% | 9,472 | +13.7% | 0.07% | +10.9% |
| Q2 2021 | $357,000 | +5.6% | 8,330 | +0.0% | 0.06% | +3.2% |
| Q1 2021 | $338,000 | +7.6% | 8,329 | +0.0% | 0.06% | -10.1% |
| Q4 2020 | $314,000 | +17.6% | 8,328 | +3.4% | 0.07% | +3.0% |
| Q3 2020 | $267,000 | +29.0% | 8,057 | +21.1% | 0.07% | +21.8% |
| Q2 2020 | $207,000 | +29.4% | 6,653 | +13.9% | 0.06% | +10.0% |
| Q1 2020 | $160,000 | -29.8% | 5,839 | -11.4% | 0.05% | -13.8% |
| Q4 2019 | $228,000 | +470.0% | 6,589 | +425.4% | 0.06% | +427.3% |
| Q3 2019 | $40,000 | -24.5% | 1,254 | -24.5% | 0.01% | -26.7% |
| Q2 2019 | $53,000 | +341.7% | 1,662 | +236.4% | 0.02% | +150.0% |
| Q2 2016 | $12,000 | – | 494 | – | 0.01% | – |
Download | ||||||
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% |