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 | $8,328,863 | -6.7% | 192,264 | -4.1% | 0.13% | -6.3% |
| Q2 2023 | $8,929,587 | +6.8% | 200,395 | -0.7% | 0.14% | -1.4% |
| Q1 2023 | $8,362,507 | +3.2% | 201,798 | -2.8% | 0.14% | -1.4% |
| Q4 2022 | $8,100,097 | +5.9% | 207,642 | -1.6% | 0.15% | -9.8% |
| Q3 2022 | $7,646,000 | -5.5% | 211,101 | -1.2% | 0.16% | -1.8% |
| Q2 2022 | $8,094,000 | -14.8% | 213,575 | +0.0% | 0.17% | -5.7% |
| Q1 2022 | $9,499,000 | -5.5% | 213,564 | -1.1% | 0.18% | -12.9% |
| Q4 2021 | $10,051,000 | – | 215,874 | – | 0.20% | – |
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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% |