ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,199 | -2.8% | 7,807 | 0.0% | 0.32% | -68.6% |
| Q2 2023 | $347,880 | +7.5% | 7,807 | 0.0% | 1.01% | +211.4% |
| Q1 2023 | $323,522 | +6.2% | 7,807 | 0.0% | 0.32% | +0.6% |
| Q4 2022 | $304,551 | +7.6% | 7,807 | 0.0% | 0.32% | -1.5% |
| Q3 2022 | $283,000 | -4.4% | 7,807 | 0.0% | 0.33% | -1.2% |
| Q2 2022 | $296,000 | -11.9% | 7,807 | 0.0% | 0.33% | -4.0% |
| Q1 2022 | $336,000 | -7.4% | 7,807 | 0.0% | 0.35% | 0.0% |
| Q4 2021 | $363,000 | – | 7,807 | – | 0.35% | – |
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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% |