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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $632,603 | +10.7% | 14,197 | +2.9% | 0.37% | +3.3% |
| Q1 2023 | $571,704 | +5.7% | 13,796 | -0.5% | 0.36% | -8.6% |
| Q4 2022 | $540,904 | +9.1% | 13,866 | +1.2% | 0.40% | -4.3% |
| Q3 2022 | $496,000 | -4.1% | 13,702 | +0.4% | 0.41% | -14.3% |
| Q2 2022 | $517,000 | -8.7% | 13,651 | +7.2% | 0.48% | +22.3% |
| Q1 2022 | $566,000 | -5.0% | 12,729 | -0.6% | 0.40% | -1.0% |
| Q4 2021 | $596,000 | +16.0% | 12,810 | +6.7% | 0.40% | +12.1% |
| Q2 2021 | $514,000 | +18.7% | 12,011 | +12.6% | 0.36% | +5.3% |
| Q1 2021 | $433,000 | +23.4% | 10,665 | +14.4% | 0.34% | +20.3% |
| Q4 2020 | $351,000 | +12.5% | 9,323 | -0.9% | 0.28% | -7.9% |
| Q3 2020 | $312,000 | – | 9,411 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |