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 2022 | $285,000 | -3.7% | 7,857 | +0.4% | 0.01% | 0.0% |
Q2 2022 | $296,000 | -22.5% | 7,823 | -9.0% | 0.01% | 0.0% |
Q1 2022 | $382,000 | -69.4% | 8,598 | -68.0% | 0.01% | -70.0% |
Q4 2021 | $1,249,000 | +20.2% | 26,835 | +8.9% | 0.02% | +11.1% |
Q3 2021 | $1,039,000 | +0.5% | 24,646 | +2.1% | 0.02% | 0.0% |
Q2 2021 | $1,034,000 | +18.3% | 24,146 | +12.3% | 0.02% | 0.0% |
Q1 2021 | $874,000 | +6.5% | 21,505 | -1.3% | 0.02% | -5.3% |
Q4 2020 | $821,000 | -18.8% | 21,799 | -28.4% | 0.02% | -26.9% |
Q3 2020 | $1,011,000 | +22.2% | 30,452 | +14.4% | 0.03% | +8.3% |
Q2 2020 | $827,000 | +34.0% | 26,615 | +14.1% | 0.02% | +9.1% |
Q1 2020 | $617,000 | -31.0% | 23,336 | -10.0% | 0.02% | -15.4% |
Q4 2019 | $894,000 | – | 25,930 | – | 0.03% | – |
Download |
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% |