ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,091 | -51.9% | 2,449 | -50.5% | 0.00% | – |
| Q2 2023 | $220,527 | +13.5% | 4,949 | +5.6% | 0.00% | – |
| Q1 2023 | $194,271 | +5.8% | 4,688 | -0.4% | 0.00% | – |
| Q4 2022 | $183,659 | +4.9% | 4,708 | -2.6% | 0.00% | – |
| Q3 2022 | $175,000 | -7.9% | 4,835 | -3.6% | 0.00% | – |
| Q2 2022 | $190,000 | -11.6% | 5,014 | +3.7% | 0.00% | – |
| Q1 2022 | $215,000 | +85.3% | 4,836 | +93.4% | 0.00% | – |
| Q4 2021 | $116,000 | +176.2% | 2,500 | +82.5% | 0.00% | – |
| Q2 2020 | $42,000 | -45.5% | 1,370 | -53.1% | 0.00% | – |
| Q1 2020 | $77,000 | +32.8% | 2,920 | +72.9% | 0.00% | – |
| Q4 2019 | $58,000 | +163.6% | 1,689 | +150.2% | 0.00% | – |
| Q3 2019 | $22,000 | +4.8% | 675 | +0.4% | 0.00% | – |
| Q2 2019 | $21,000 | -78.8% | 672 | -78.9% | 0.00% | – |
| Q1 2019 | $99,000 | +253.6% | 3,189 | +212.0% | 0.00% | – |
| Q4 2018 | $28,000 | -55.6% | 1,022 | -45.7% | 0.00% | – |
| Q3 2018 | $63,000 | +5.0% | 1,883 | +0.1% | 0.00% | – |
| Q2 2018 | $60,000 | -6.2% | 1,881 | -8.0% | 0.00% | – |
| Q1 2018 | $64,000 | -1.5% | 2,045 | +0.1% | 0.00% | – |
| Q4 2017 | $65,000 | +6.6% | 2,042 | +0.1% | 0.00% | – |
| Q3 2017 | $61,000 | – | 2,040 | – | 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% |