ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,139 | -4.4% | 1,273 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $57,653 | +9.2% | 1,294 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $52,781 | -79.7% | 1,293 | -78.7% | 0.01% | -83.0% |
| Q3 2021 | $260,000 | 0.0% | 6,084 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $260,000 | +5.3% | 6,084 | +0.0% | 0.05% | -4.1% |
| Q1 2021 | $247,000 | +7.9% | 6,081 | +0.0% | 0.05% | +4.3% |
| Q4 2020 | $229,000 | +12.8% | 6,078 | -0.7% | 0.05% | -16.1% |
| Q3 2020 | $203,000 | – | 6,119 | – | 0.06% | – |
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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% |