ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 110 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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, | 4,727,539 | $179,174,000 | 15.22% |
| Beirne Wealth Consulting Services, LLC | 378,410 | $14,342,000 | 9.37% |
| Stokes Family Office, LLC | 1,042,206 | $39,500,000 | 5.39% |
| Clearwater Capital Advisors, LLC | 1,022,792 | $38,764,000 | 5.30% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,236,914 | $46,879,000 | 5.08% |
| FORTE ASSET MANAGEMENT LLC | 179,038 | $6,786,000 | 4.70% |
| Addison Advisors LLC | 199,581 | $7,564,000 | 4.58% |
| Wade Financial Advisory, Inc | 235,416 | $8,922,000 | 4.23% |
| SigFig Wealth Management, LLC | 1,982,287 | $75,128,000 | 3.89% |
| Nova R Wealth, Inc. | 121,007 | $4,586,000 | 3.77% |