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 | ||||
|---|---|---|---|---|---|---|
| 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, | 4,588,824 | $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% |