ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 110 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,707 | -5.0% | 177,909 | -2.3% | 0.02% | -5.9% |
Q2 2023 | $8,114 | +9.5% | 182,097 | +1.9% | 0.02% | +6.2% |
Q1 2023 | $7,407 | +5.6% | 178,751 | -0.5% | 0.02% | -5.9% |
Q4 2022 | $7,011 | -99.9% | 179,726 | +1.5% | 0.02% | 0.0% |
Q3 2022 | $6,415,000 | -2.9% | 177,138 | +1.6% | 0.02% | 0.0% |
Q2 2022 | $6,605,000 | -18.8% | 174,274 | -4.7% | 0.02% | -10.5% |
Q1 2022 | $8,134,000 | -2.9% | 182,877 | +1.6% | 0.02% | 0.0% |
Q4 2021 | $8,381,000 | +14.0% | 180,013 | +3.1% | 0.02% | +5.6% |
Q3 2021 | $7,354,000 | -4.7% | 174,534 | -3.1% | 0.02% | -10.0% |
Q2 2021 | $7,717,000 | +5.7% | 180,193 | +0.3% | 0.02% | -4.8% |
Q1 2021 | $7,299,000 | +9.8% | 179,621 | +1.8% | 0.02% | +5.0% |
Q4 2020 | $6,647,000 | +9.4% | 176,469 | -3.6% | 0.02% | -4.8% |
Q3 2020 | $6,076,000 | -67.9% | 183,012 | -69.9% | 0.02% | -70.4% |
Q2 2020 | $18,907,000 | +11.3% | 608,530 | -5.2% | 0.07% | -10.1% |
Q1 2020 | $16,981,000 | -40.0% | 642,009 | -21.7% | 0.08% | -26.9% |
Q4 2019 | $28,286,000 | -2.4% | 820,363 | -9.6% | 0.11% | -12.9% |
Q3 2019 | $28,973,000 | -42.7% | 907,680 | -43.0% | 0.12% | -44.4% |
Q2 2019 | $50,584,000 | +3.1% | 1,592,709 | +0.8% | 0.22% | -1.3% |
Q1 2019 | $49,044,000 | +17.3% | 1,580,555 | +5.3% | 0.23% | +1.8% |
Q4 2018 | $41,824,000 | -23.3% | 1,501,248 | -7.4% | 0.22% | -14.9% |
Q3 2018 | $54,531,000 | +120.5% | 1,622,010 | +109.6% | 0.26% | +102.3% |
Q2 2018 | $24,735,000 | +267.9% | 773,705 | +262.4% | 0.13% | +258.3% |
Q1 2018 | $6,724,000 | +43.6% | 213,475 | +44.9% | 0.04% | +38.5% |
Q4 2017 | $4,682,000 | – | 147,291 | – | 0.03% | – |
Download |
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% |