ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 152 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,256,000 | +13.3% | 94,368 | +9.4% | 0.00% | 0.0% |
Q1 2024 | $4,639,000 | +11.8% | 86,225 | +0.3% | 0.00% | 0.0% |
Q4 2023 | $4,150,000 | -7.3% | 85,930 | -16.8% | 0.00% | 0.0% |
Q3 2023 | $4,476,000 | +27.9% | 103,317 | +31.6% | 0.00% | 0.0% |
Q2 2023 | $3,499,000 | -26.1% | 78,515 | -31.3% | 0.00% | 0.0% |
Q1 2023 | $4,734,000 | +45.4% | 114,224 | +36.8% | 0.00% | 0.0% |
Q4 2022 | $3,255,000 | -42.2% | 83,471 | -46.3% | 0.00% | -50.0% |
Q3 2022 | $5,632,000 | +10.1% | 155,525 | +15.2% | 0.00% | 0.0% |
Q2 2022 | $5,115,000 | -17.8% | 134,976 | -3.6% | 0.00% | 0.0% |
Q1 2022 | $6,225,000 | -10.7% | 139,945 | -6.6% | 0.00% | 0.0% |
Q4 2021 | $6,974,000 | +23.4% | 149,764 | +11.7% | 0.00% | +100.0% |
Q3 2021 | $5,653,000 | -11.4% | 134,112 | -10.0% | 0.00% | -50.0% |
Q2 2021 | $6,380,000 | +4.0% | 148,948 | -1.3% | 0.00% | 0.0% |
Q1 2021 | $6,134,000 | +5.2% | 150,922 | -2.5% | 0.00% | 0.0% |
Q4 2020 | $5,832,000 | +6.5% | 154,841 | -6.1% | 0.00% | 0.0% |
Q3 2020 | $5,474,000 | +4.4% | 164,864 | -2.3% | 0.00% | 0.0% |
Q2 2020 | $5,241,000 | +7.2% | 168,690 | -8.8% | 0.00% | 0.0% |
Q1 2020 | $4,890,000 | -20.1% | 184,881 | +4.1% | 0.00% | 0.0% |
Q4 2019 | $6,123,000 | -58.3% | 177,576 | -61.4% | 0.00% | -66.7% |
Q3 2019 | $14,682,000 | +16.9% | 459,968 | +16.3% | 0.01% | +20.0% |
Q2 2019 | $12,563,000 | +53.6% | 395,526 | +50.0% | 0.01% | +66.7% |
Q1 2019 | $8,181,000 | +24.0% | 263,657 | +11.4% | 0.00% | 0.0% |
Q4 2018 | $6,596,000 | +93.8% | 236,701 | +133.8% | 0.00% | +200.0% |
Q3 2018 | $3,404,000 | +29.8% | 101,248 | +23.5% | 0.00% | 0.0% |
Q2 2018 | $2,622,000 | -25.3% | 82,014 | -26.4% | 0.00% | -50.0% |
Q1 2018 | $3,509,000 | +44.2% | 111,380 | +45.5% | 0.00% | +100.0% |
Q4 2017 | $2,433,000 | -14.5% | 76,528 | -19.5% | 0.00% | 0.0% |
Q3 2017 | $2,847,000 | +10.1% | 95,105 | +5.5% | 0.00% | 0.0% |
Q2 2017 | $2,587,000 | -23.4% | 90,129 | -25.4% | 0.00% | -50.0% |
Q1 2017 | $3,378,000 | -10.1% | 120,886 | -14.1% | 0.00% | 0.0% |
Q4 2016 | $3,758,000 | +38.9% | 140,648 | +31.2% | 0.00% | 0.0% |
Q3 2016 | $2,705,000 | -7.2% | 107,207 | -10.9% | 0.00% | 0.0% |
Q2 2016 | $2,915,000 | +74.7% | 120,365 | +75.7% | 0.00% | +100.0% |
Q1 2016 | $1,669,000 | +136.1% | 68,518 | +123.5% | 0.00% | 0.0% |
Q3 2015 | $707,000 | +297.2% | 30,657 | +328.5% | 0.00% | – |
Q2 2015 | $178,000 | – | 7,155 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tolleson Wealth Management, Inc. | 2,029,070 | $112,999 | 22.29% |
Strategic Financial Services, Inc. | 4,288,388 | $238,820,317 | 15.11% |
CORA CAPITAL ADVISORS LLC | 464,404 | $25,862,654 | 13.31% |
ShoreHaven Wealth Partners, LLC | 415,864 | $23,159,441 | 12.17% |
Ullmann Wealth Partners Group, LLC | 1,468,081 | $81,757,409 | 11.66% |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,208,366 | $178,673,916 | 10.36% |
EWA, LLC | 412,780 | $23,412,894 | 9.70% |
Beirne Wealth Consulting Services, LLC | 358,310 | $19,955,543 | 8.05% |
Conrad Siegel Investment Advisors, Inc. | 436,678 | $24,318,610 | 7.07% |
Pettinga Financial Advisors LLC | 451,019 | $25,117,266 | 6.29% |