ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 145 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,927 | -1.0% | 9,832 | +1.8% | 0.12% | -8.7% |
| Q2 2023 | $430,224 | +5.5% | 9,655 | -1.9% | 0.13% | +13.4% |
| Q1 2023 | $407,792 | +7.3% | 9,840 | +1.0% | 0.11% | +1.8% |
| Q4 2022 | $379,977 | +10.1% | 9,740 | +2.1% | 0.11% | -3.5% |
| Q3 2022 | $345,000 | -2.3% | 9,540 | +2.2% | 0.11% | 0.0% |
| Q2 2022 | $353,000 | -33.5% | 9,337 | -21.9% | 0.11% | -27.8% |
| Q1 2022 | $531,000 | +42.7% | 11,950 | +49.2% | 0.16% | +36.2% |
| Q4 2021 | $372,000 | +8.8% | 8,009 | 0.0% | 0.12% | +1.8% |
| Q3 2021 | $342,000 | +0.6% | 8,009 | +0.7% | 0.11% | -2.6% |
| Q2 2021 | $340,000 | +6.6% | 7,955 | +1.3% | 0.12% | -7.1% |
| Q1 2021 | $319,000 | -31.4% | 7,852 | -36.5% | 0.13% | -38.5% |
| Q4 2020 | $465,000 | – | 12,359 | – | 0.20% | – |
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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% |