ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 146 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,510,591 | -4.2% | 496,551 | -1.5% | 0.00% | 0.0% |
| Q2 2023 | $22,457,151 | +7.0% | 503,976 | -0.5% | 0.00% | -33.3% |
| Q1 2023 | $20,982,673 | +631147.7% | 506,339 | +494.2% | 0.00% | – |
| Q4 2022 | $3,324 | -69.8% | 85,209 | +28303.0% | 0.00% | – |
| Q4 2020 | $11,000 | +10.0% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 300 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | -76.3% | 300 | -79.4% | 0.00% | – |
| Q1 2020 | $38,000 | -94.1% | 1,455 | -92.2% | 0.00% | – |
| Q4 2019 | $644,000 | +9.5% | 18,684 | +1.3% | 0.00% | – |
| Q3 2019 | $588,000 | -2.3% | 18,436 | -3.7% | 0.00% | – |
| Q2 2019 | $602,000 | +6.4% | 19,140 | +5.0% | 0.00% | – |
| Q1 2019 | $566,000 | +7.8% | 18,234 | -3.3% | 0.00% | – |
| Q4 2018 | $525,000 | -78.6% | 18,850 | -74.2% | 0.00% | – |
| Q3 2018 | $2,453,000 | +3.5% | 72,964 | -1.6% | 0.00% | – |
| Q2 2018 | $2,371,000 | +4.1% | 74,152 | +2.5% | 0.00% | – |
| Q1 2018 | $2,278,000 | +2.1% | 72,318 | +3.0% | 0.00% | – |
| Q4 2017 | $2,232,000 | +10.4% | 70,210 | +3.8% | 0.00% | – |
| Q3 2017 | $2,021,000 | +5.4% | 67,628 | +1.2% | 0.00% | – |
| Q2 2017 | $1,917,000 | +6.0% | 66,809 | +3.2% | 0.00% | – |
| Q1 2017 | $1,808,000 | +9.6% | 64,711 | +4.9% | 0.00% | – |
| Q4 2016 | $1,649,000 | +1297.5% | 61,710 | +1216.1% | 0.00% | – |
| Q3 2016 | $118,000 | -6.3% | 4,689 | -9.9% | 0.00% | – |
| Q2 2016 | $126,000 | – | 5,204 | – | 0.00% | – |
Download | ||||||
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% |