ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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, | 4,408,150 | $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% |