ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,334 | -2.8% | 1,185 | 0.0% | 0.00% | – |
| Q2 2023 | $52,804 | +7.5% | 1,185 | 0.0% | 0.00% | – |
| Q1 2023 | $49,106 | +6.2% | 1,185 | 0.0% | 0.00% | – |
| Q4 2022 | $46,227 | +7.5% | 1,185 | 0.0% | 0.00% | – |
| Q3 2022 | $43,000 | -4.4% | 1,185 | 0.0% | 0.00% | – |
| Q2 2022 | $45,000 | -15.1% | 1,185 | 0.0% | 0.00% | – |
| Q1 2022 | $53,000 | -3.6% | 1,185 | 0.0% | 0.00% | – |
| Q4 2021 | $55,000 | +10.0% | 1,185 | 0.0% | 0.00% | – |
| Q3 2021 | $50,000 | -2.0% | 1,185 | 0.0% | 0.00% | – |
| Q2 2021 | $51,000 | +6.2% | 1,185 | 0.0% | 0.00% | – |
| Q1 2021 | $48,000 | -77.4% | 1,185 | -79.0% | 0.00% | -100.0% |
| Q4 2020 | $212,000 | +190.4% | 5,635 | +157.9% | 0.00% | – |
| Q3 2020 | $73,000 | -40.2% | 2,185 | -44.4% | 0.00% | -100.0% |
| Q2 2020 | $122,000 | -16.4% | 3,931 | -28.8% | 0.00% | 0.0% |
| Q1 2020 | $146,000 | -71.8% | 5,524 | -63.2% | 0.00% | -66.7% |
| Q4 2019 | $518,000 | +7.9% | 15,024 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $480,000 | -23.2% | 15,024 | -23.6% | 0.00% | -25.0% |
| Q2 2019 | $625,000 | +2.5% | 19,669 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $610,000 | – | 19,669 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,414,600 | $166,298,000 | 14.91% |
| Beirne Wealth Consulting Services, LLC | 438,553 | $16,520,000 | 8.17% |
| Addison Advisors LLC | 187,250 | $7,054,000 | 6.76% |
| Wade Financial Advisory, Inc | 203,886 | $7,680,000 | 5.15% |
| Clearwater Capital Advisors, LLC | 917,416 | $34,559,000 | 4.59% |
| Sterneck Capital Management, LLC | 140,529 | $5,294,000 | 3.97% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 728,805 | $27,454,000 | 3.75% |
| Wescott Financial Advisory Group, LLC | 121,573 | $4,580,000 | 3.22% |
| First Ascent Asset Management, LLC | 187,473 | $7,062,000 | 2.97% |
| NORTH AMERICAN MANAGEMENT CORP | 511,717 | $19,276,394,000 | 2.73% |