ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,423,495 | -44.3% | 32,860 | -42.7% | 0.00% | -100.0% |
| Q2 2023 | $2,556,496 | +37.0% | 57,372 | +27.5% | 0.00% | – |
| Q1 2023 | $1,865,380 | +0.7% | 45,014 | -5.2% | 0.00% | – |
| Q4 2022 | $1,851,610 | +388.6% | 47,465 | +353.3% | 0.00% | – |
| Q3 2022 | $379,000 | -55.7% | 10,472 | -53.6% | 0.00% | – |
| Q2 2022 | $856,000 | -5.2% | 22,587 | +11.3% | 0.00% | – |
| Q1 2022 | $903,000 | -96.0% | 20,292 | -95.8% | 0.00% | -100.0% |
| Q4 2021 | $22,486,000 | -3.7% | 482,940 | -12.8% | 0.00% | -20.0% |
| Q3 2021 | $23,344,000 | -3.9% | 553,963 | -2.4% | 0.01% | 0.0% |
| Q2 2021 | $24,298,000 | +9.2% | 567,323 | +3.6% | 0.01% | -16.7% |
| Q1 2021 | $22,251,000 | +10.3% | 547,508 | +2.2% | 0.01% | +20.0% |
| Q4 2020 | $20,173,000 | +2.3% | 535,508 | -9.8% | 0.01% | -16.7% |
| Q3 2020 | $19,721,000 | +6.9% | 594,000 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $18,456,000 | +4901.6% | 594,000 | +5008.8% | 0.01% | – |
| Q2 2019 | $369,000 | -97.8% | 11,627 | -97.9% | 0.00% | -100.0% |
| Q1 2019 | $17,068,000 | +139.3% | 550,060 | +114.9% | 0.01% | +150.0% |
| Q4 2018 | $7,132,000 | -42.3% | 256,002 | -30.3% | 0.00% | -33.3% |
| Q3 2018 | $12,350,000 | – | 367,337 | – | 0.00% | – |
Download | ||||||
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% |