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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $50,000 | -13.8% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -4.9% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $61,000 | +10.9% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | -1.8% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,000 | +5.7% | 1,312 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $53,000 | -57.6% | 1,312 | -60.6% | 0.01% | -61.3% |
| Q4 2020 | $125,000 | -17.8% | 3,327 | -27.4% | 0.03% | -36.7% |
| Q3 2020 | $152,000 | +14.3% | 4,584 | +7.0% | 0.05% | -3.9% |
| Q2 2020 | $133,000 | +56.5% | 4,284 | +33.5% | 0.05% | +30.8% |
| Q1 2020 | $85,000 | -9.6% | 3,210 | +18.1% | 0.04% | +11.4% |
| Q4 2019 | $94,000 | +30.6% | 2,718 | +21.3% | 0.04% | +9.4% |
| Q3 2019 | $72,000 | +22.0% | 2,240 | +21.7% | 0.03% | +28.0% |
| Q2 2019 | $59,000 | +3.5% | 1,841 | 0.0% | 0.02% | -13.8% |
| Q1 2019 | $57,000 | -3.4% | 1,841 | -13.5% | 0.03% | -25.6% |
| Q4 2018 | $59,000 | -21.3% | 2,128 | -5.2% | 0.04% | -13.3% |
| Q3 2018 | $75,000 | – | 2,244 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |