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 | $5,398,000 | +4.9% | 173,728 | -10.7% | 2.71% | -9.9% |
| Q1 2020 | $5,147,000 | +27.0% | 194,606 | +65.6% | 3.01% | +1.6% |
| Q4 2019 | $4,052,000 | +25.4% | 117,505 | +16.1% | 2.96% | +83.7% |
| Q3 2019 | $3,232,000 | +0.2% | 101,239 | -0.3% | 1.61% | -4.4% |
| Q2 2019 | $3,226,000 | -5.0% | 101,573 | -7.2% | 1.68% | -4.7% |
| Q1 2019 | $3,396,000 | +5.7% | 109,445 | -5.1% | 1.77% | -12.9% |
| Q4 2018 | $3,214,000 | -20.7% | 115,376 | -4.3% | 2.03% | -12.7% |
| Q3 2018 | $4,051,000 | +2.1% | 120,501 | -2.9% | 2.32% | -8.1% |
| Q2 2018 | $3,969,000 | -0.3% | 124,142 | -1.8% | 2.53% | -2.2% |
| Q1 2018 | $3,981,000 | – | 126,378 | – | 2.59% | – |
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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% |