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 | $845,315 | -10.1% | 19,512 | -7.6% | 0.00% | 0.0% |
Q2 2023 | $940,749 | +7.7% | 21,112 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $873,291 | +19.6% | 21,071 | +12.6% | 0.00% | 0.0% |
Q4 2022 | $730,047 | +8.2% | 18,717 | +0.5% | 0.00% | 0.0% |
Q3 2022 | $675,000 | -6.6% | 18,633 | -2.3% | 0.00% | 0.0% |
Q2 2022 | $723,000 | -17.3% | 19,078 | -2.9% | 0.00% | 0.0% |
Q1 2022 | $874,000 | +8.4% | 19,655 | +13.6% | 0.00% | 0.0% |
Q4 2021 | $806,000 | -6.4% | 17,299 | -15.3% | 0.00% | 0.0% |
Q3 2021 | $861,000 | – | 20,428 | – | 0.00% | – |
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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% |