ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,513 | -2.8% | 2,251 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $100,305 | +8.6% | 2,251 | +1.0% | 0.01% | -16.7% |
| Q1 2023 | $92,370 | +6.2% | 2,229 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $86,953 | +8.7% | 2,229 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $80,000 | -3.6% | 2,229 | +2.5% | 0.01% | +50.0% |
| Q2 2022 | $83,000 | -13.5% | 2,174 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $96,000 | -96.6% | 2,174 | -96.4% | 0.00% | -96.3% |
| Q4 2021 | $2,805,000 | +11.4% | 60,262 | +1.6% | 0.11% | +11.5% |
| Q3 2021 | $2,518,000 | +1807.6% | 59,324 | +1829.9% | 0.10% | +1820.0% |
| Q2 2021 | $132,000 | +10.9% | 3,074 | +8.4% | 0.01% | +66.7% |
| Q1 2021 | $119,000 | +3.5% | 2,837 | 0.0% | 0.00% | -40.0% |
| Q4 2020 | $115,000 | -46.0% | 2,837 | -56.7% | 0.01% | -54.5% |
| Q3 2020 | $213,000 | -7.0% | 6,557 | -13.8% | 0.01% | -15.4% |
| Q2 2020 | $229,000 | -8.0% | 7,609 | -20.0% | 0.01% | -23.5% |
| Q1 2020 | $249,000 | -70.0% | 9,514 | -60.4% | 0.02% | -61.4% |
| Q4 2019 | $829,000 | +10.4% | 24,042 | +1.8% | 0.04% | -2.2% |
| Q3 2019 | $751,000 | +6.2% | 23,626 | +6.1% | 0.04% | +2.3% |
| Q2 2019 | $707,000 | +46.7% | 22,261 | +43.1% | 0.04% | +37.5% |
| Q1 2019 | $482,000 | +55.5% | 15,557 | +38.4% | 0.03% | +39.1% |
| Q4 2018 | $310,000 | +131.3% | 11,243 | +181.9% | 0.02% | +155.6% |
| Q3 2018 | $134,000 | +88.7% | 3,988 | +78.7% | 0.01% | +50.0% |
| Q2 2018 | $71,000 | -43.7% | 2,232 | -44.6% | 0.01% | -45.5% |
| Q1 2018 | $126,000 | -10.0% | 4,027 | -9.0% | 0.01% | -15.4% |
| Q4 2017 | $140,000 | +2.9% | 4,427 | -3.1% | 0.01% | -7.1% |
| Q3 2017 | $136,000 | -15.5% | 4,569 | -18.7% | 0.01% | -17.6% |
| Q2 2017 | $161,000 | +38.8% | 5,618 | +34.5% | 0.02% | +41.7% |
| Q1 2017 | $116,000 | +90.2% | 4,178 | +81.7% | 0.01% | +50.0% |
| Q4 2016 | $61,000 | – | 2,300 | – | 0.01% | – |
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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% |