ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $104,401 | +15.8% | 2,410 | +19.1% | 0.00% | – |
Q2 2023 | $90,189 | +25521.9% | 2,024 | +22388.9% | 0.00% | – |
Q1 2023 | $352 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
Q4 2022 | $2,688,405 | +22303.4% | 68,916 | +26004.5% | 0.01% | – |
Q1 2022 | $12,000 | +1100.0% | 264 | +842.9% | 0.00% | – |
Q4 2021 | $1,000 | -75.0% | 28 | -72.3% | 0.00% | – |
Q1 2021 | $4,000 | – | 101 | +1920.0% | 0.00% | – |
Q3 2020 | $0 | – | 5 | – | 0.00% | – |
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% |