ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,461 | -2.6% | 3,958 | +0.2% | 0.30% | +0.7% |
| Q2 2023 | $175,967 | +7.5% | 3,949 | 0.0% | 0.30% | +3.1% |
| Q1 2023 | $163,647 | +99080.0% | 3,949 | -6.7% | 0.29% | -10.6% |
| Q4 2022 | $165 | -99.9% | 4,234 | 0.0% | 0.32% | -0.6% |
| Q3 2022 | $153,000 | -4.4% | 4,234 | 0.0% | 0.32% | -9.0% |
| Q2 2022 | $160,000 | -14.9% | 4,234 | 0.0% | 0.35% | -3.8% |
| Q1 2022 | $188,000 | -4.6% | 4,234 | 0.0% | 0.37% | +21.9% |
| Q4 2021 | $197,000 | +10.7% | 4,234 | 0.0% | 0.30% | +4.9% |
| Q3 2021 | $178,000 | -1.7% | 4,234 | 0.0% | 0.29% | -4.6% |
| Q2 2021 | $181,000 | +4.6% | 4,234 | -0.8% | 0.30% | -3.5% |
| Q1 2021 | $173,000 | +13.8% | 4,269 | +5.9% | 0.31% | +13.8% |
| Q4 2020 | $152,000 | +23.6% | 4,032 | +9.1% | 0.28% | +10.4% |
| Q3 2020 | $123,000 | +7.9% | 3,696 | +0.7% | 0.25% | +2.0% |
| Q2 2020 | $114,000 | -16.8% | 3,671 | -29.1% | 0.24% | -26.7% |
| Q1 2020 | $137,000 | +552.4% | 5,177 | +764.3% | 0.33% | +674.4% |
| Q4 2019 | $21,000 | -85.6% | 599 | -86.9% | 0.04% | -86.3% |
| Q3 2019 | $146,000 | -28.8% | 4,570 | -29.2% | 0.31% | -6.8% |
| Q2 2019 | $205,000 | +25.0% | 6,454 | +21.9% | 0.34% | +31.2% |
| Q1 2019 | $164,000 | +2.5% | 5,293 | -8.0% | 0.26% | -0.8% |
| Q4 2018 | $160,000 | -0.6% | 5,752 | +20.4% | 0.26% | +10.7% |
| Q3 2018 | $161,000 | – | 4,778 | – | 0.23% | – |
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% |