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 | $17,405 | -2.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $17,824 | +7.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,576 | +6.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $15,604 | +11.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -73.7% | 400 | -68.6% | 0.00% | -75.0% |
| Q1 2022 | $57,000 | -66.5% | 1,275 | -65.1% | 0.00% | -60.0% |
| Q4 2021 | $170,000 | +10.4% | 3,653 | 0.0% | 0.01% | +11.1% |
| Q3 2021 | $154,000 | -14.9% | 3,653 | -13.6% | 0.01% | -18.2% |
| Q2 2021 | $181,000 | +9.0% | 4,226 | +3.6% | 0.01% | -8.3% |
| Q1 2021 | $166,000 | +7.8% | 4,081 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $154,000 | +14.1% | 4,081 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $135,000 | +6.3% | 4,081 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $127,000 | +12.4% | 4,081 | -4.4% | 0.01% | 0.0% |
| Q1 2020 | $113,000 | -23.1% | 4,267 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $147,000 | +320.0% | 4,267 | +294.0% | 0.02% | +66.7% |
| Q3 2019 | $35,000 | -79.4% | 1,083 | -79.8% | 0.01% | -47.1% |
| Q2 2019 | $170,000 | -48.6% | 5,350 | -49.9% | 0.02% | -50.0% |
| Q1 2019 | $331,000 | -91.5% | 10,672 | -92.3% | 0.03% | -92.7% |
| Q4 2018 | $3,901,000 | -6.7% | 138,236 | +11.6% | 0.47% | -60.3% |
| Q3 2018 | $4,179,000 | – | 123,855 | – | 1.18% | – |
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% |