ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 14 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,070,000 | +0.5% | 64,850 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $2,060,000 | +56.1% | 64,850 | +52.4% | 0.08% | +50.0% |
| Q1 2019 | $1,320,000 | +11.4% | 42,550 | 0.0% | 0.06% | +3.7% |
| Q4 2018 | $1,185,000 | -17.2% | 42,550 | 0.0% | 0.05% | -15.6% |
| Q3 2018 | $1,431,000 | +5.2% | 42,550 | 0.0% | 0.06% | +1.6% |
| Q2 2018 | $1,360,000 | +1.5% | 42,550 | 0.0% | 0.06% | +8.6% |
| Q1 2018 | $1,340,000 | -1.0% | 42,550 | 0.0% | 0.06% | -1.7% |
| Q4 2017 | $1,353,000 | +6.2% | 42,550 | 0.0% | 0.06% | +9.3% |
| Q3 2017 | $1,274,000 | +11.1% | 42,550 | +6.5% | 0.05% | +10.2% |
| Q2 2017 | $1,147,000 | +2.8% | 39,950 | 0.0% | 0.05% | +4.3% |
| Q1 2017 | $1,116,000 | +4.6% | 39,950 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $1,067,000 | +5.9% | 39,950 | 0.0% | 0.05% | +9.5% |
| Q3 2016 | $1,008,000 | – | 39,950 | – | 0.04% | – |
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% |