ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $609,556 | +5.6% | 14,071 | +8.7% | 0.26% | +4.8% |
| Q2 2023 | $576,963 | +8.1% | 12,948 | +0.6% | 0.25% | -2.0% |
| Q1 2023 | $533,581 | +2.4% | 12,876 | -3.6% | 0.25% | -4.2% |
| Q4 2022 | $520,823 | +7.2% | 13,351 | -0.5% | 0.26% | -1.9% |
| Q3 2022 | $486,000 | -6.5% | 13,412 | -2.3% | 0.27% | +0.4% |
| Q2 2022 | $520,000 | -14.9% | 13,730 | 0.0% | 0.27% | -5.9% |
| Q1 2022 | $611,000 | -4.4% | 13,730 | 0.0% | 0.29% | -3.4% |
| Q4 2021 | $639,000 | +9.4% | 13,730 | -1.0% | 0.30% | 0.0% |
| Q3 2021 | $584,000 | -1.7% | 13,870 | 0.0% | 0.30% | -11.4% |
| Q2 2021 | $594,000 | +5.3% | 13,870 | 0.0% | 0.33% | -4.8% |
| Q1 2021 | $564,000 | +7.8% | 13,870 | -0.1% | 0.35% | -5.1% |
| Q4 2020 | $523,000 | +8.1% | 13,877 | -4.8% | 0.37% | -10.0% |
| Q3 2020 | $484,000 | +3.2% | 14,581 | -3.4% | 0.41% | -7.0% |
| Q2 2020 | $469,000 | -36.1% | 15,102 | -45.6% | 0.44% | -47.7% |
| Q1 2020 | $734,000 | -22.8% | 27,763 | +0.7% | 0.84% | -1.6% |
| Q4 2019 | $951,000 | +8.1% | 27,579 | +0.1% | 0.86% | -7.9% |
| Q3 2019 | $880,000 | -26.1% | 27,559 | -26.5% | 0.93% | -27.3% |
| Q2 2019 | $1,191,000 | – | 37,502 | – | 1.28% | – |
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% |