ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $472,559 | +7.5% | 10,605 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $439,471 | -40.3% | 10,605 | -43.8% | 0.06% | -42.5% |
| Q4 2022 | $736,391 | -95.3% | 18,877 | -95.6% | 0.11% | -96.3% |
| Q3 2022 | $15,702,000 | -0.6% | 433,525 | +4.0% | 3.03% | +1.6% |
| Q2 2022 | $15,796,000 | -3.9% | 416,786 | +12.7% | 2.98% | +0.8% |
| Q1 2022 | $16,444,000 | +16.7% | 369,686 | +22.2% | 2.96% | +10.1% |
| Q4 2021 | $14,088,000 | +40.0% | 302,575 | +26.7% | 2.69% | +20.3% |
| Q3 2021 | $10,063,000 | +12.9% | 238,805 | +14.8% | 2.23% | -5.4% |
| Q2 2021 | $8,910,000 | +1.2% | 208,024 | -3.9% | 2.36% | -26.0% |
| Q1 2021 | $8,802,000 | +24.6% | 216,576 | +15.5% | 3.19% | +7.4% |
| Q4 2020 | $7,062,000 | +44.2% | 187,473 | +27.1% | 2.97% | +12.0% |
| Q3 2020 | $4,898,000 | +39.5% | 147,516 | +30.6% | 2.66% | +6.2% |
| Q2 2020 | $3,510,000 | +101.3% | 112,957 | +71.3% | 2.50% | +109.0% |
| Q1 2020 | $1,744,000 | +94.4% | 65,929 | +153.3% | 1.20% | +117.2% |
| Q4 2019 | $897,000 | – | 26,023 | – | 0.55% | – |
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% |