ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $413,662 | +7.7% | 10,604 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $384,000 | +2.4% | 10,604 | +7.2% | 0.01% | +14.3% |
Q2 2022 | $375,000 | -5.8% | 9,893 | +10.5% | 0.01% | 0.0% |
Q1 2022 | $398,000 | -4.3% | 8,953 | 0.0% | 0.01% | +16.7% |
Q4 2021 | $416,000 | +10.3% | 8,953 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $377,000 | +8.6% | 8,953 | +5.0% | 0.01% | 0.0% |
Q1 2021 | $347,000 | +8.1% | 8,528 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $321,000 | +13.0% | 8,528 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $284,000 | +7.2% | 8,528 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $265,000 | +32.5% | 8,528 | +12.6% | 0.01% | 0.0% |
Q1 2020 | $200,000 | -39.2% | 7,575 | -20.5% | 0.01% | -14.3% |
Q4 2019 | $329,000 | +7.9% | 9,530 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $305,000 | +1.0% | 9,530 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $302,000 | +2.4% | 9,530 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $295,000 | +11.3% | 9,530 | 0.0% | 0.01% | -12.5% |
Q4 2018 | $265,000 | – | 9,530 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 4,408,150 | $205,243,000 | 15.27% |
Beirne Wealth Consulting Services, LLC | 392,459 | $18,274,000 | 10.00% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,336,561 | $62,230,000 | 6.10% |
Addison Advisors LLC | 196,318 | $9,141,000 | 5.66% |
Clearwater Capital Advisors, LLC | 1,049,314 | $48,856,000 | 5.39% |
Wade Financial Advisory, Inc | 203,869 | $9,492,000 | 4.94% |
Nova R Wealth, Inc. | 119,046 | $5,543,000 | 4.48% |
SigFig Wealth Management, LLC | 1,973,216 | $91,873,000 | 4.29% |
Sterneck Capital Management, LLC | 120,045 | $5,589,000 | 3.31% |
Plancorp, LLC | 953,126 | $44,378,000 | 2.81% |