ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,987 | -2.8% | 4,201 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $187,197 | +7.5% | 4,201 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $174,089 | +6.2% | 4,201 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $163,881 | +7.8% | 4,201 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | -4.4% | 4,202 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $159,000 | -15.0% | 4,202 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $187,000 | -6.0% | 4,202 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $199,000 | +12.4% | 4,284 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $177,000 | -1.7% | 4,202 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $180,000 | -99.9% | 4,202 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $341,538,000 | +176862.7% | 8,404 | +63.8% | 0.00% | -25.0% |
| Q4 2020 | $193,000 | +13.5% | 5,131 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $170,000 | +8400.0% | 5,131 | +6651.3% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -60.0% | 76 | -56.8% | 0.00% | – |
| Q2 2019 | $5,000 | +66.7% | 176 | +76.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | – | 100 | – | 0.00% | – |
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% |