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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,237,573 | +36.7% | 31,725 | +27.0% | 0.44% | +28.9% |
| Q3 2022 | $905,000 | +203.7% | 24,990 | +272.5% | 0.34% | +245.9% |
| Q1 2022 | $298,000 | -7.2% | 6,709 | -2.6% | 0.10% | +4.3% |
| Q4 2021 | $321,000 | +23.5% | 6,888 | +11.7% | 0.09% | -4.1% |
| Q3 2021 | $260,000 | +3.2% | 6,166 | +4.7% | 0.10% | -8.4% |
| Q2 2021 | $252,000 | +12.0% | 5,891 | +6.3% | 0.11% | +2.9% |
| Q1 2021 | $225,000 | +800.0% | 5,544 | +634.3% | 0.10% | +447.4% |
| Q3 2020 | $25,000 | – | 755 | – | 0.02% | – |
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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% |