ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $601,513 | +16.6% | 11,576 | 0.0% | 0.06% | +18.9% |
| Q2 2023 | $515,827 | -47.2% | 11,576 | -51.8% | 0.05% | -1.9% |
| Q1 2023 | $976,222 | +100.4% | 24,003 | +92.2% | 0.05% | +145.5% |
| Q4 2022 | $487,208 | +5.5% | 12,489 | -2.0% | 0.02% | -18.5% |
| Q3 2022 | $462,000 | -14.0% | 12,749 | -9.1% | 0.03% | -43.8% |
| Q2 2022 | $537,000 | -17.0% | 14,018 | -3.7% | 0.05% | +33.3% |
| Q1 2022 | $647,000 | -15.1% | 14,551 | -11.1% | 0.04% | -43.8% |
| Q4 2021 | $762,000 | -15.1% | 16,368 | -25.9% | 0.06% | -11.1% |
| Q1 2021 | $898,000 | -11.3% | 22,093 | -17.7% | 0.07% | -22.6% |
| Q4 2020 | $1,012,000 | – | 26,854 | – | 0.09% | – |
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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% |