Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,135,577
-5.7%
80,378
-12.4%
0.11%
-11.8%
Q3 2022$3,324,000
-6.3%
91,766
-1.9%
0.13%
+3.3%
Q2 2022$3,546,000
-15.8%
93,562
-1.1%
0.12%
-2.4%
Q1 2022$4,209,000
+1876.1%
94,615
+1392.1%
0.13%
+869.2%
Q3 2018$213,0006,3410.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 1,696,683$73,81917.76%
Strategic Financial Services, Inc, 4,352,012$188,529,15214.67%
Beirne Wealth Consulting Services, LLC 385,609$17,183,71213.70%
ShoreHaven Wealth Partners, LLC 402,248$17,425,37811.99%
CORA CAPITAL ADVISORS LLC 404,153$17,507,89411.75%
Pettinga Financial Advisors LLC 778,045$33,704,89910.18%
Ullmann Wealth Partners Group, LLC 1,234,626$53,483,9779.99%
Cardinal Point Capital Management ULC 563,192$24,505,7286.41%
Stokes Family Office, LLC 1,208,519$52,353,0336.14%
Clearwater Capital Advisors, LLC 1,073,656$46,510,7785.70%
View complete list of ISHARES TR shareholders