ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 113 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,634,847 | -85.0% | 37,739 | -84.5% | 0.00% | -66.7% |
| Q2 2023 | $10,867,406 | +5.6% | 243,883 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $10,288,922 | -41.7% | 248,669 | -45.1% | 0.00% | -50.0% |
| Q4 2022 | $17,660,000 | -8.9% | 452,707 | -15.5% | 0.01% | -14.3% |
| Q3 2022 | $19,391,000 | -5.6% | 535,629 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $20,538,000 | +25.5% | 541,790 | +47.2% | 0.01% | +40.0% |
| Q1 2022 | $16,364,000 | +98.2% | 368,030 | +107.5% | 0.01% | +150.0% |
| Q4 2021 | $8,258,000 | +8.9% | 177,366 | -1.3% | 0.00% | 0.0% |
| Q3 2021 | $7,581,000 | -6.2% | 179,645 | -5.0% | 0.00% | 0.0% |
| Q2 2021 | $8,082,000 | +0.9% | 189,059 | -4.2% | 0.00% | -33.3% |
| Q1 2021 | $8,012,000 | +13.0% | 197,435 | +4.9% | 0.00% | 0.0% |
| Q4 2020 | $7,092,000 | +19.2% | 188,294 | +5.1% | 0.00% | +50.0% |
| Q3 2020 | $5,951,000 | +2.1% | 179,221 | -4.5% | 0.00% | 0.0% |
| Q2 2020 | $5,831,000 | +26.6% | 187,672 | +9.1% | 0.00% | 0.0% |
| Q1 2020 | $4,607,000 | -50.5% | 172,095 | -36.2% | 0.00% | -50.0% |
| Q4 2019 | $9,300,000 | +15.0% | 269,714 | +6.2% | 0.00% | 0.0% |
| Q3 2019 | $8,085,000 | -1.1% | 254,007 | -1.3% | 0.00% | 0.0% |
| Q2 2019 | $8,172,000 | -6.6% | 257,463 | -8.7% | 0.00% | 0.0% |
| Q1 2019 | $8,754,000 | +2.6% | 282,066 | -11.0% | 0.00% | 0.0% |
| Q4 2018 | $8,530,000 | +16.5% | 316,837 | +45.3% | 0.00% | +33.3% |
| Q3 2018 | $7,324,000 | -29.0% | 218,061 | -32.4% | 0.00% | -40.0% |
| Q2 2018 | $10,312,000 | +19.3% | 322,731 | +17.1% | 0.01% | +25.0% |
| Q1 2018 | $8,641,000 | +91.9% | 275,488 | +94.4% | 0.00% | +100.0% |
| Q4 2017 | $4,504,000 | +19.2% | 141,681 | +12.2% | 0.00% | 0.0% |
| Q3 2017 | $3,779,000 | -7.7% | 126,258 | -12.0% | 0.00% | 0.0% |
| Q2 2017 | $4,095,000 | +40.1% | 143,396 | +37.0% | 0.00% | 0.0% |
| Q1 2017 | $2,923,000 | +77.0% | 104,665 | +69.4% | 0.00% | +100.0% |
| Q4 2016 | $1,651,000 | – | 61,788 | – | 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% |