ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,494,494 | -4.5% | 611,599 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $27,739,238 | -0.3% | 622,514 | -7.2% | 0.00% | 0.0% |
| Q1 2023 | $27,812,042 | -33.1% | 671,140 | -37.0% | 0.00% | -40.0% |
| Q4 2022 | $41,587,586 | +21.8% | 1,066,075 | +13.0% | 0.01% | 0.0% |
| Q3 2022 | $34,157,000 | -4.6% | 943,018 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $35,805,000 | -31.2% | 944,732 | -19.3% | 0.01% | -28.6% |
| Q1 2022 | $52,040,000 | -10.9% | 1,169,975 | -6.7% | 0.01% | 0.0% |
| Q4 2021 | $58,375,000 | +11.5% | 1,253,767 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $52,367,000 | +2.1% | 1,242,692 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $51,269,000 | +14.4% | 1,197,038 | +8.6% | 0.01% | 0.0% |
| Q1 2021 | $44,806,000 | +23.6% | 1,102,513 | +14.6% | 0.01% | +16.7% |
| Q4 2020 | $36,254,000 | +17.2% | 962,402 | +3.3% | 0.01% | 0.0% |
| Q3 2020 | $30,934,000 | +86.5% | 931,727 | +74.6% | 0.01% | +50.0% |
| Q2 2020 | $16,583,000 | +5.3% | 533,717 | -10.4% | 0.00% | 0.0% |
| Q1 2020 | $15,752,000 | -31.4% | 595,539 | -10.5% | 0.00% | -20.0% |
| Q4 2019 | $22,947,000 | +2.1% | 665,493 | -5.5% | 0.01% | -16.7% |
| Q3 2019 | $22,476,000 | +14.6% | 704,144 | +14.0% | 0.01% | +20.0% |
| Q2 2019 | $19,608,000 | -1.1% | 617,400 | -3.3% | 0.01% | -16.7% |
| Q1 2019 | $19,820,000 | +18.8% | 638,745 | +6.6% | 0.01% | +20.0% |
| Q4 2018 | $16,686,000 | -8.6% | 598,940 | +10.2% | 0.01% | 0.0% |
| Q3 2018 | $18,265,000 | -20.5% | 543,277 | -24.4% | 0.01% | -16.7% |
| Q2 2018 | $22,989,000 | +249.5% | 719,078 | +244.3% | 0.01% | +200.0% |
| Q1 2018 | $6,578,000 | +35.5% | 208,848 | +36.7% | 0.00% | +100.0% |
| Q4 2017 | $4,856,000 | +275.0% | 152,747 | +253.0% | 0.00% | – |
| Q3 2017 | $1,295,000 | +227.8% | 43,273 | +214.0% | 0.00% | – |
| Q2 2017 | $395,000 | -70.5% | 13,782 | -72.5% | 0.00% | – |
| Q4 2016 | $1,338,000 | – | 50,044 | – | 0.00% | – |
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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% |