ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,040 | -10.3% | 2,217 | -7.8% | 0.06% | -3.0% |
| Q2 2023 | $107,122 | +7.5% | 2,404 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $99,621 | -0.5% | 2,404 | -7.2% | 0.07% | -11.7% |
| Q4 2022 | $100,078 | -35.0% | 2,590 | -37.7% | 0.08% | -35.8% |
| Q3 2022 | $154,000 | -3.1% | 4,159 | 0.0% | 0.12% | +4.3% |
| Q2 2022 | $159,000 | -20.1% | 4,159 | -6.2% | 0.12% | -5.7% |
| Q1 2022 | $199,000 | -89.7% | 4,433 | -89.3% | 0.12% | -89.3% |
| Q4 2021 | $1,930,000 | +9.7% | 41,443 | +0.2% | 1.14% | +5.6% |
| Q3 2021 | $1,760,000 | +0.8% | 41,347 | +1.4% | 1.08% | +1.1% |
| Q2 2021 | $1,746,000 | +2.6% | 40,770 | -2.4% | 1.06% | +0.9% |
| Q1 2021 | $1,702,000 | -47.1% | 41,786 | -49.2% | 1.06% | -46.4% |
| Q4 2020 | $3,220,000 | +37.4% | 82,258 | +16.5% | 1.97% | +20.2% |
| Q3 2020 | $2,344,000 | +15.5% | 70,604 | +8.0% | 1.64% | -21.4% |
| Q2 2020 | $2,030,000 | +10.6% | 65,344 | +3.8% | 2.08% | +9.4% |
| Q1 2020 | $1,835,000 | -16.9% | 62,930 | -1.7% | 1.90% | +11.9% |
| Q4 2019 | $2,207,000 | – | 64,001 | – | 1.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,408,150 | $205,243,000 | 15.27% |
| Beirne Wealth Consulting Services, LLC | 392,459 | $18,274,000 | 10.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,336,561 | $62,230,000 | 6.10% |
| Addison Advisors LLC | 196,318 | $9,141,000 | 5.66% |
| Clearwater Capital Advisors, LLC | 1,049,314 | $48,856,000 | 5.39% |
| Wade Financial Advisory, Inc | 203,869 | $9,492,000 | 4.94% |
| Nova R Wealth, Inc. | 119,046 | $5,543,000 | 4.48% |
| SigFig Wealth Management, LLC | 1,973,216 | $91,873,000 | 4.29% |
| Sterneck Capital Management, LLC | 120,045 | $5,589,000 | 3.31% |
| Plancorp, LLC | 953,126 | $44,378,000 | 2.81% |