GRIMES & COMPANY, INC. - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
GRIMES & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,235,594
-7.1%
51,607
-4.4%
0.09%
+1.2%
Q2 2023$2,405,193
-0.2%
53,977
-7.2%
0.08%
-14.1%
Q1 2023$2,410,163
+6.0%
58,160
-0.3%
0.10%
+3.1%
Q4 2022$2,274,77858,3130.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,588,824$204,111,00015.44%
Beirne Wealth Consulting Services, LLC 393,155$17,493,0009.75%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,401,955$62,360,0005.90%
Clearwater Capital Advisors, LLC 1,067,416$47,479,0005.44%
Wade Financial Advisory, Inc 253,856$11,292,0004.84%
Nova R Wealth, Inc. 126,414$5,623,0004.80%
AFFINITY WEALTH MANAGEMENT LLC 527,858$23,369,0004.74%
Addison Advisors LLC 194,381$8,646,0004.73%
SigFig Wealth Management, LLC 1,999,387$88,933,0004.27%
Sterneck Capital Management, LLC 117,802$5,240,0003.15%
View complete list of ISHARES TR shareholders