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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $573,299 | -32.6% | 13,234 | -30.7% | 0.21% | -32.1% |
| Q2 2023 | $850,605 | -67.2% | 19,089 | -69.5% | 0.32% | -77.7% |
| Q1 2023 | $2,593,399 | +34254.2% | 62,582 | -67.7% | 1.41% | -67.8% |
| Q4 2022 | $7,549 | -99.3% | 193,507 | +592.4% | 4.39% | +695.8% |
| Q3 2022 | $1,012,000 | -55.8% | 27,948 | -53.7% | 0.55% | -45.9% |
| Q2 2022 | $2,289,000 | +7.8% | 60,391 | +26.4% | 1.02% | +38.9% |
| Q1 2022 | $2,124,000 | +553.5% | 47,762 | +585.3% | 0.74% | +568.2% |
| Q4 2021 | $325,000 | – | 6,970 | – | 0.11% | – |
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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% |