Cardinal Point Capital Management ULC - ISHARES TR ownership

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
Cardinal Point Capital Management ULC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,505,728
+0.4%
563,192
+2.9%
6.41%
-12.7%
Q2 2023$24,398,026
+4.3%
547,532
-3.0%
7.34%
+3.3%
Q1 2023$23,393,792
+14.5%
564,522
+7.8%
7.11%
+0.7%
Q4 2022$20,435,857523,8627.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,588,824$204,111,00015.44%
Beirne Wealth Consulting Services, LLC 393,155$17,493,0009.75%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,401,955$62,360,0005.90%
Clearwater Capital Advisors, LLC 1,067,416$47,479,0005.44%
Wade Financial Advisory, Inc 253,856$11,292,0004.84%
Nova R Wealth, Inc. 126,414$5,623,0004.80%
AFFINITY WEALTH MANAGEMENT LLC 527,858$23,369,0004.74%
Addison Advisors LLC 194,381$8,646,0004.73%
SigFig Wealth Management, LLC 1,999,387$88,933,0004.27%
Sterneck Capital Management, LLC 117,802$5,240,0003.15%
View complete list of ISHARES TR shareholders