ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 122 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $21,502,489,000 | +11.5% | 529,097 | +3.4% | 2.92% | +6.9% |
| Q4 2020 | $19,276,394,000 | +114852.6% | 511,717 | +1.3% | 2.73% | +4.4% |
| Q3 2020 | $16,769,000 | +66.7% | 505,099 | +56.0% | 2.61% | +59.5% |
| Q2 2020 | $10,062,000 | +14.8% | 323,855 | -2.3% | 1.64% | +3.0% |
| Q1 2020 | $8,767,000 | -21.3% | 331,461 | +2.6% | 1.59% | -3.2% |
| Q4 2019 | $11,142,000 | +8.1% | 323,146 | +0.0% | 1.64% | +1.9% |
| Q3 2019 | $10,311,000 | +1.7% | 323,029 | +1.2% | 1.61% | -0.1% |
| Q2 2019 | $10,140,000 | – | 319,281 | – | 1.61% | – |
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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% |