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, | 4,588,824 | $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% |