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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $87,851 | +7.1% | 2,252 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $82,000 | -9.9% | 2,252 | -6.6% | 0.01% | 0.0% |
| Q2 2022 | $91,000 | -9.0% | 2,411 | +7.1% | 0.01% | -11.1% |
| Q1 2022 | $100,000 | -4.8% | 2,252 | 0.0% | 0.01% | -25.0% |
| Q4 2021 | $105,000 | +10.5% | 2,252 | 0.0% | 0.01% | +33.3% |
| Q3 2021 | $95,000 | -1.0% | 2,252 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $96,000 | +4.3% | 2,252 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $92,000 | +8.2% | 2,252 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $85,000 | +13.3% | 2,252 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $75,000 | +7.1% | 2,252 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $70,000 | – | 2,252 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |