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 | $361,029 | -2.8% | 8,334 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $371,363 | +24.1% | 8,334 | +15.4% | 0.08% | +3.8% |
| Q1 2023 | $299,363 | -20.7% | 7,224 | -25.3% | 0.08% | -16.1% |
| Q4 2022 | $377,461 | +1615.7% | 9,676 | -3.9% | 0.09% | +1450.0% |
| Q3 2022 | $22,000 | -94.7% | 10,072 | -8.0% | 0.01% | -94.4% |
| Q2 2022 | $414,000 | -56.2% | 10,942 | -48.5% | 0.11% | -51.8% |
| Q1 2022 | $945,000 | +51.4% | 21,256 | +58.5% | 0.22% | +50.0% |
| Q4 2021 | $624,000 | +33.3% | 13,414 | +20.6% | 0.15% | +18.4% |
| Q3 2021 | $468,000 | +70.2% | 11,123 | +72.7% | 0.12% | +66.7% |
| Q2 2021 | $275,000 | – | 6,441 | – | 0.08% | – |
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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% |