ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 63 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,008 | +1.4% | 18,098 | -2.1% | 0.00% | 0.0% |
| Q1 2024 | $994 | +13.5% | 18,478 | +1.8% | 0.00% | 0.0% |
| Q4 2023 | $876 | +4.3% | 18,146 | -6.4% | 0.00% | 0.0% |
| Q3 2023 | $840 | -14.4% | 19,395 | -11.9% | 0.00% | 0.0% |
| Q2 2023 | $981 | -11.9% | 22,009 | -18.1% | 0.00% | -20.0% |
| Q1 2023 | $1,114 | +0.1% | 26,871 | -5.8% | 0.01% | -16.7% |
| Q4 2022 | $1,113 | -99.9% | 28,532 | -37.8% | 0.01% | -33.3% |
| Q3 2022 | $1,663,000 | -70.1% | 45,902 | -68.7% | 0.01% | -70.0% |
| Q2 2022 | $5,556,000 | -44.2% | 146,592 | -34.5% | 0.03% | -34.8% |
| Q1 2022 | $9,952,000 | -5.8% | 223,732 | -1.4% | 0.05% | -2.1% |
| Q4 2021 | $10,562,000 | +10.3% | 226,845 | -0.2% | 0.05% | 0.0% |
| Q3 2021 | $9,576,000 | -1.3% | 227,232 | +0.3% | 0.05% | +2.2% |
| Q2 2021 | $9,700,000 | +14.0% | 226,479 | +8.2% | 0.05% | 0.0% |
| Q1 2021 | $8,506,000 | +9.5% | 209,293 | +1.5% | 0.05% | +2.2% |
| Q4 2020 | $7,769,000 | +14.6% | 206,246 | +1.0% | 0.04% | -2.2% |
| Q3 2020 | $6,778,000 | +9.7% | 204,143 | +2.6% | 0.05% | 0.0% |
| Q2 2020 | $6,180,000 | +38.1% | 198,897 | +17.6% | 0.05% | +7.0% |
| Q1 2020 | $4,475,000 | +49.1% | 169,175 | +94.3% | 0.04% | +87.0% |
| Q4 2019 | $3,002,000 | -6.7% | 87,065 | -13.6% | 0.02% | -17.9% |
| Q3 2019 | $3,218,000 | +5.4% | 100,803 | +4.9% | 0.03% | 0.0% |
| Q2 2019 | $3,053,000 | -46.3% | 96,116 | -47.5% | 0.03% | -48.1% |
| Q1 2019 | $5,685,000 | -9.4% | 183,210 | -18.7% | 0.05% | -21.7% |
| Q4 2018 | $6,277,000 | -26.5% | 225,290 | -11.3% | 0.07% | -15.9% |
| Q3 2018 | $8,541,000 | +70.5% | 254,042 | +62.1% | 0.08% | +54.7% |
| Q2 2018 | $5,009,000 | +249.8% | 156,678 | +244.7% | 0.05% | +231.2% |
| Q1 2018 | $1,432,000 | +591.8% | 45,448 | +598.3% | 0.02% | +700.0% |
| Q4 2017 | $207,000 | – | 6,508 | – | 0.00% | – |
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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% |