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 | $117,872 | +7.5% | 2,721 | +10.6% | 0.00% | – |
| Q2 2023 | $109,660 | -77.3% | 2,461 | -78.9% | 0.00% | – |
| Q1 2023 | $482,566 | +112.8% | 11,644 | +100.3% | 0.00% | – |
| Q4 2022 | $226,823 | -4.3% | 5,814 | -11.2% | 0.00% | – |
| Q3 2022 | $237,000 | +10.2% | 6,544 | +15.5% | 0.00% | – |
| Q2 2022 | $215,000 | +87.0% | 5,668 | +119.7% | 0.00% | – |
| Q1 2022 | $115,000 | +310.7% | 2,580 | +329.3% | 0.00% | – |
| Q4 2021 | $28,000 | +3.7% | 601 | -5.2% | 0.00% | – |
| Q3 2021 | $27,000 | +2600.0% | 634 | +3422.2% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 18 | +5.9% | 0.00% | – |
| Q1 2021 | $1,000 | -75.0% | 17 | -83.2% | 0.00% | – |
| Q4 2020 | $4,000 | -60.0% | 101 | -67.8% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 314 | +2.6% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 306 | +0.3% | 0.00% | – |
| Q1 2020 | $8,000 | -68.0% | 305 | -57.9% | 0.00% | – |
| Q4 2019 | $25,000 | +8.7% | 724 | +0.1% | 0.00% | – |
| Q3 2019 | $23,000 | -28.1% | 723 | -29.0% | 0.00% | – |
| Q2 2019 | $32,000 | -11.1% | 1,019 | -11.8% | 0.00% | – |
| Q1 2019 | $36,000 | -21.7% | 1,155 | -30.0% | 0.00% | – |
| Q4 2018 | $46,000 | +84.0% | 1,651 | +122.8% | 0.00% | – |
| Q3 2018 | $25,000 | – | 741 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |