ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 148 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,746,828 | +11.9% | 228,889 | +8.1% | 0.80% | +8.1% |
| Q1 2024 | $11,392,061 | +20.6% | 211,709 | +8.2% | 0.74% | +13.2% |
| Q4 2023 | $9,445,186 | +28.9% | 195,593 | +15.6% | 0.66% | +15.8% |
| Q3 2023 | $7,329,614 | +11.8% | 169,197 | +15.0% | 0.57% | +10.5% |
| Q2 2023 | $6,554,642 | +13.4% | 147,097 | +5.5% | 0.51% | +8.2% |
| Q1 2023 | $5,780,134 | – | 139,482 | – | 0.48% | – |
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% |