ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 118 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,328 | -2.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,824 | +7.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,576 | +6.2% | 400 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $15,604 | +11.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,000 | -5.3% | 400 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $19,000 | +11.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $17,000 | +6.2% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $16,000 | -65.2% | 400 | -67.1% | 0.01% | -68.8% |
| Q4 2020 | $46,000 | 0.0% | 1,217 | -12.4% | 0.02% | -11.1% |
| Q3 2020 | $46,000 | -2.1% | 1,390 | -8.1% | 0.02% | -10.0% |
| Q2 2020 | $47,000 | +17.5% | 1,512 | +0.3% | 0.02% | 0.0% |
| Q1 2020 | $40,000 | – | 1,508 | – | 0.02% | – |
Download | ||||||
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% |