ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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, | 4,588,824 | $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% |