ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $420,000 | -11.8% | 13,448 | -25.8% | 0.13% | -27.2% |
| Q1 2020 | $476,000 | -26.8% | 18,118 | -3.6% | 0.17% | -6.0% |
| Q4 2019 | $650,000 | +6.7% | 18,794 | -1.1% | 0.18% | -2.1% |
| Q3 2019 | $609,000 | -2.9% | 19,011 | -2.9% | 0.19% | +4.4% |
| Q2 2019 | $627,000 | -1.3% | 19,583 | -4.2% | 0.18% | -4.8% |
| Q1 2019 | $635,000 | +150.0% | 20,441 | +123.8% | 0.19% | +130.5% |
| Q4 2018 | $254,000 | -15.3% | 9,135 | +2.3% | 0.08% | -5.7% |
| Q3 2018 | $300,000 | – | 8,932 | – | 0.09% | – |
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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% |