ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,490 | +15.5% | 473 | +18.8% | 0.00% | 0.0% |
| Q2 2023 | $17,735 | +343.4% | 398 | +210.9% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | -73.3% | 128 | -74.0% | 0.00% | -77.8% |
| Q1 2019 | $15,000 | -6.2% | 493 | -14.7% | 0.01% | -25.0% |
| Q4 2018 | $16,000 | -50.0% | 578 | -39.9% | 0.01% | -33.3% |
| Q3 2018 | $32,000 | -96.7% | 962 | -96.8% | 0.02% | -96.9% |
| Q2 2018 | $975,000 | +1.0% | 30,501 | -0.5% | 0.57% | -7.3% |
| Q1 2018 | $965,000 | +3.3% | 30,644 | +4.3% | 0.62% | -2.5% |
| Q4 2017 | $934,000 | – | 29,380 | – | 0.63% | – |
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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% |