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 | $261,393 | -6.5% | 6,034 | -3.9% | 0.03% | 0.0% |
| Q2 2023 | $279,659 | +7.1% | 6,276 | -0.4% | 0.03% | 0.0% |
| Q1 2023 | $261,031 | +11.2% | 6,299 | +4.6% | 0.03% | +7.1% |
| Q4 2022 | $234,840 | +6.3% | 6,020 | -1.4% | 0.03% | -3.4% |
| Q3 2022 | $221,000 | -5.6% | 6,108 | -1.2% | 0.03% | +3.6% |
| Q2 2022 | $234,000 | -17.0% | 6,182 | -2.6% | 0.03% | 0.0% |
| Q1 2022 | $282,000 | -0.7% | 6,348 | +3.9% | 0.03% | +3.7% |
| Q4 2021 | $284,000 | +17.4% | 6,107 | +6.2% | 0.03% | +8.0% |
| Q3 2021 | $242,000 | -12.0% | 5,749 | -10.4% | 0.02% | -10.7% |
| Q2 2021 | $275,000 | +5.8% | 6,418 | +0.2% | 0.03% | 0.0% |
| Q1 2021 | $260,000 | +7.4% | 6,404 | -0.3% | 0.03% | 0.0% |
| Q4 2020 | $242,000 | – | 6,425 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 1,696,683 | $73,819 | 17.76% |
| Strategic Financial Services, Inc, | 4,352,012 | $188,529,152 | 14.67% |
| Beirne Wealth Consulting Services, LLC | 385,609 | $17,183,712 | 13.70% |
| ShoreHaven Wealth Partners, LLC | 402,248 | $17,425,378 | 11.99% |
| CORA CAPITAL ADVISORS LLC | 404,153 | $17,507,894 | 11.75% |
| Pettinga Financial Advisors LLC | 778,045 | $33,704,899 | 10.18% |
| Ullmann Wealth Partners Group, LLC | 1,234,626 | $53,483,977 | 9.99% |
| Cardinal Point Capital Management ULC | 563,192 | $24,505,728 | 6.41% |
| Stokes Family Office, LLC | 1,208,519 | $52,353,033 | 6.14% |
| Clearwater Capital Advisors, LLC | 1,073,656 | $46,510,778 | 5.70% |