ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 103 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,967,000 | +7.8% | 57,041 | -0.2% | 1.15% | -21.4% |
| Q3 2019 | $1,824,000 | -3.6% | 57,160 | -4.1% | 1.46% | -6.4% |
| Q2 2019 | $1,892,000 | +0.7% | 59,574 | -1.6% | 1.56% | -4.8% |
| Q1 2019 | $1,879,000 | -1.5% | 60,544 | -11.5% | 1.64% | -16.9% |
| Q4 2018 | $1,907,000 | -19.1% | 68,435 | -2.4% | 1.98% | -7.7% |
| Q3 2018 | $2,357,000 | -0.1% | 70,116 | -5.0% | 2.14% | +1.2% |
| Q2 2018 | $2,360,000 | -9.8% | 73,816 | -11.1% | 2.12% | -20.5% |
| Q1 2018 | $2,616,000 | -15.2% | 83,042 | -14.4% | 2.66% | -44.6% |
| Q4 2017 | $3,086,000 | – | 97,065 | – | 4.80% | – |
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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% |