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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,060 | +7.9% | 6,000 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $217,000 | -4.4% | 6,000 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $227,000 | -15.0% | 6,000 | 0.0% | 0.07% | -5.4% |
| Q1 2022 | $267,000 | -4.3% | 6,000 | 0.0% | 0.07% | -11.9% |
| Q4 2021 | $279,000 | +10.3% | 6,000 | 0.0% | 0.08% | +2.4% |
| Q3 2021 | $253,000 | -1.6% | 6,000 | 0.0% | 0.08% | +17.1% |
| Q2 2021 | $257,000 | +5.3% | 6,000 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $244,000 | +8.0% | 6,000 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $226,000 | +13.6% | 6,000 | 0.0% | 0.07% | +7.9% |
| Q3 2020 | $199,000 | +7.0% | 6,000 | 0.0% | 0.06% | -3.1% |
| Q2 2020 | $186,000 | +17.0% | 6,000 | 0.0% | 0.06% | -1.5% |
| Q1 2020 | $159,000 | -23.2% | 6,000 | 0.0% | 0.07% | -10.8% |
| Q4 2019 | $207,000 | +7.8% | 6,000 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $192,000 | -0.5% | 6,000 | 0.0% | 0.07% | -7.6% |
| Q2 2019 | $193,000 | +3.8% | 6,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $186,000 | +11.4% | 6,000 | 0.0% | 0.08% | -3.6% |
| Q4 2018 | $167,000 | – | 6,000 | – | 0.08% | – |
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% |