ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,642 | -52.9% | 338 | -58.0% | 0.00% | 0.0% |
| Q2 2023 | $31,063 | +125.0% | 804 | +90.5% | 0.00% | 0.0% |
| Q1 2023 | $13,804 | +21811.1% | 422 | -77.8% | 0.00% | -50.0% |
| Q4 2022 | $63 | -99.9% | 1,899 | -12.9% | 0.00% | 0.0% |
| Q3 2022 | $71,000 | +10.9% | 2,180 | +10.3% | 0.00% | 0.0% |
| Q2 2022 | $64,000 | -22.0% | 1,977 | -22.2% | 0.00% | +100.0% |
| Q1 2022 | $82,000 | +215.4% | 2,542 | +354.7% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +13.0% | 559 | +3.7% | 0.00% | – |
| Q3 2021 | $23,000 | 0.0% | 539 | 0.0% | 0.00% | – |
| Q2 2021 | $23,000 | +9.5% | 539 | +6.3% | 0.00% | – |
| Q1 2021 | $21,000 | +110.0% | 507 | +77.3% | 0.00% | – |
| Q4 2020 | $10,000 | +233.3% | 286 | +162.4% | 0.00% | – |
| Q3 2020 | $3,000 | – | 109 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $8,000 | -84.3% | 262 | -82.2% | 0.00% | -75.0% |
| Q4 2019 | $51,000 | +41.7% | 1,471 | +30.3% | 0.00% | +100.0% |
| Q3 2019 | $36,000 | -29.4% | 1,129 | -30.4% | 0.00% | -71.4% |
| Q1 2019 | $51,000 | -71.7% | 1,623 | -75.2% | 0.01% | -36.4% |
| Q4 2018 | $180,000 | -26.8% | 6,537 | -10.8% | 0.01% | +10.0% |
| Q3 2018 | $246,000 | +7.4% | 7,330 | +2.3% | 0.01% | 0.0% |
| Q2 2018 | $229,000 | +157.3% | 7,163 | +157.0% | 0.01% | +150.0% |
| Q1 2018 | $89,000 | 0.0% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $89,000 | +7.2% | 2,787 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $83,000 | +3.8% | 2,787 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $80,000 | +45.5% | 2,787 | +42.8% | 0.00% | +50.0% |
| Q1 2017 | $55,000 | +7.8% | 1,951 | +20.2% | 0.00% | -71.4% |
| Q1 2016 | $51,000 | – | 1,623 | – | 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% |