ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,785,576 | -8.4% | 1,610,932 | -5.7% | 0.02% | -4.8% |
| Q2 2023 | $76,145,820 | +7.7% | 1,708,838 | +0.2% | 0.02% | +5.0% |
| Q1 2023 | $70,693,840 | +11.2% | 1,705,931 | +4.6% | 0.02% | +5.3% |
| Q4 2022 | $63,593,575 | +4.2% | 1,630,187 | -3.2% | 0.02% | -5.0% |
| Q3 2022 | $61,026,000 | -1.8% | 1,684,875 | +2.8% | 0.02% | +5.3% |
| Q2 2022 | $62,143,000 | -17.1% | 1,639,651 | -2.7% | 0.02% | 0.0% |
| Q1 2022 | $74,988,000 | +8.1% | 1,685,904 | +13.2% | 0.02% | +11.8% |
| Q4 2021 | $69,352,000 | +14.4% | 1,489,523 | +3.6% | 0.02% | +30.8% |
| Q3 2021 | $60,614,000 | +176.6% | 1,438,396 | +181.1% | 0.01% | +160.0% |
| Q2 2021 | $21,915,000 | +1.9% | 511,691 | -3.3% | 0.01% | 0.0% |
| Q1 2021 | $21,508,000 | +8.6% | 529,228 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $19,809,000 | +13.5% | 525,861 | +0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,454,000 | -7.0% | 525,727 | -12.9% | 0.01% | 0.0% |
| Q2 2020 | $18,760,000 | -10.6% | 603,802 | -23.9% | 0.01% | -28.6% |
| Q1 2020 | $20,976,000 | -28.7% | 793,033 | -7.1% | 0.01% | -12.5% |
| Q4 2019 | $29,419,000 | +4.4% | 853,229 | -3.4% | 0.01% | 0.0% |
| Q3 2019 | $28,192,000 | -29.2% | 883,214 | -29.6% | 0.01% | -27.3% |
| Q2 2019 | $39,824,000 | -10.3% | 1,253,907 | -12.3% | 0.01% | -15.4% |
| Q1 2019 | $44,374,000 | +14.1% | 1,430,035 | +2.5% | 0.01% | 0.0% |
| Q4 2018 | $38,887,000 | -4.6% | 1,395,777 | +15.1% | 0.01% | +8.3% |
| Q3 2018 | $40,761,000 | +59.1% | 1,212,409 | +51.3% | 0.01% | +50.0% |
| Q2 2018 | $25,624,000 | +91.3% | 801,494 | +88.5% | 0.01% | +100.0% |
| Q1 2018 | $13,392,000 | +274.9% | 425,173 | +278.4% | 0.00% | +300.0% |
| Q4 2017 | $3,572,000 | +22.2% | 112,369 | +15.0% | 0.00% | 0.0% |
| Q3 2017 | $2,924,000 | +104.6% | 97,716 | +96.2% | 0.00% | – |
| Q2 2017 | $1,429,000 | +205.3% | 49,795 | +197.2% | 0.00% | – |
| Q1 2017 | $468,000 | +4154.5% | 16,752 | +4088.0% | 0.00% | – |
| Q4 2016 | $11,000 | +10.0% | 400 | 0.0% | 0.00% | – |
| Q3 2016 | $10,000 | – | 400 | – | 0.00% | – |
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% |