ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,658 | -76.0% | 5,186 | -78.4% | 0.00% | -75.0% |
| Q4 2022 | $937,176 | -99.9% | 24,024 | -57.4% | 0.01% | -27.3% |
| Q3 2022 | $1,022,021,000 | +103448.2% | 56,404 | +116.6% | 0.01% | +10.0% |
| Q2 2022 | $987,000 | -16.8% | 26,045 | -2.3% | 0.01% | -16.7% |
| Q1 2022 | $1,186,000 | -3.8% | 26,664 | +0.7% | 0.01% | 0.0% |
| Q4 2021 | $1,233,000 | +8.4% | 26,491 | -1.8% | 0.01% | +9.1% |
| Q3 2021 | $1,137,000 | +306.1% | 26,975 | +313.2% | 0.01% | +266.7% |
| Q2 2021 | $280,000 | -33.5% | 6,529 | -36.9% | 0.00% | -40.0% |
| Q1 2021 | $421,000 | +7.4% | 10,354 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $392,000 | – | 10,482 | – | 0.01% | – |
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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% |