ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $390,499 | +0.2% | 7,012 | -3.2% | 0.06% | -3.2% |
| Q1 2024 | $389,693 | -3.3% | 7,242 | -13.3% | 0.06% | -13.7% |
| Q4 2023 | $403,175 | +11.5% | 8,349 | 0.0% | 0.07% | -13.1% |
| Q3 2023 | $361,680 | -9.3% | 8,349 | -6.7% | 0.08% | -11.6% |
| Q2 2023 | $398,768 | +7.5% | 8,949 | 0.0% | 0.10% | -5.0% |
| Q1 2023 | $370,848 | +42.7% | 8,949 | +34.3% | 0.10% | +33.3% |
| Q4 2022 | $259,924 | +7.9% | 6,663 | 0.0% | 0.08% | -2.6% |
| Q3 2022 | $241,000 | -4.7% | 6,663 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $253,000 | -14.5% | 6,663 | 0.0% | 0.08% | -2.5% |
| Q1 2022 | $296,000 | -4.5% | 6,663 | 0.0% | 0.08% | +2.6% |
| Q4 2021 | $310,000 | +165.0% | 6,663 | +140.7% | 0.08% | +126.5% |
| Q3 2021 | $117,000 | -1.7% | 2,768 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $119,000 | +6.2% | 2,768 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $112,000 | – | 2,768 | – | 0.03% | – |
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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% |