ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $24,000 | -4.0% | 667 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 667 | +0.5% | 0.02% | -6.2% |
| Q1 2022 | $30,000 | -3.2% | 664 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 662 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 657 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 657 | +0.5% | 0.02% | -5.9% |
| Q1 2021 | $27,000 | +8.0% | 654 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $25,000 | +13.6% | 654 | +0.2% | 0.02% | +6.7% |
| Q3 2020 | $22,000 | +10.0% | 653 | +0.5% | 0.02% | +7.1% |
| Q2 2020 | $20,000 | +17.6% | 650 | +0.9% | 0.01% | +16.7% |
| Q1 2020 | $17,000 | -22.7% | 644 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $22,000 | – | 644 | – | 0.01% | – |
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% |