ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $566,000 | -38.7% | 21,389 | -20.2% | 0.19% | -21.1% |
| Q4 2019 | $924,000 | -16.0% | 26,801 | -22.2% | 0.24% | -22.4% |
| Q3 2019 | $1,100,000 | -18.0% | 34,468 | -19.9% | 0.31% | -19.4% |
| Q2 2019 | $1,341,000 | -40.7% | 43,010 | -41.0% | 0.39% | -66.3% |
| Q1 2019 | $2,262,000 | +84.1% | 72,910 | +79.4% | 1.15% | +74.8% |
| Q4 2018 | $1,229,000 | -51.7% | 40,632 | -51.6% | 0.66% | -49.1% |
| Q3 2018 | $2,544,000 | -7.6% | 84,029 | -2.4% | 1.29% | -7.2% |
| Q2 2018 | $2,752,000 | -48.6% | 86,095 | -49.3% | 1.39% | -42.3% |
| Q1 2018 | $5,354,000 | – | 169,955 | – | 2.41% | – |
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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% |