ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,288 | -96.8% | 200 | -96.9% | 0.00% | -100.0% |
| Q4 2022 | $255,789 | +3554.1% | 6,557 | +3178.5% | 0.00% | – |
| Q3 2022 | $7,000 | -98.8% | 200 | -98.4% | 0.00% | -100.0% |
| Q1 2022 | $566,000 | -85.6% | 12,724 | -85.0% | 0.01% | -83.3% |
| Q4 2021 | $3,938,000 | -26.0% | 84,573 | -33.0% | 0.03% | -55.2% |
| Q3 2021 | $5,321,000 | +1433.4% | 126,279 | +1456.7% | 0.07% | +1575.0% |
| Q2 2021 | $347,000 | – | 8,112 | – | 0.00% | – |
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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% |