ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,856,000 | -17.2% | 134,075 | -13.3% | 0.11% | -13.0% |
| Q2 2022 | $5,862,000 | -16.1% | 154,681 | -1.5% | 0.12% | +0.8% |
| Q1 2022 | $6,987,000 | +1809.0% | 157,075 | +1035.8% | 0.12% | +335.7% |
| Q1 2020 | $366,000 | -30.6% | 13,830 | -9.6% | 0.03% | +100.0% |
| Q4 2019 | $527,000 | +5.4% | 15,292 | -2.3% | 0.01% | -22.2% |
| Q3 2019 | $500,000 | +6.4% | 15,656 | +2.4% | 0.02% | 0.0% |
| Q2 2019 | $470,000 | -7.8% | 15,292 | -7.0% | 0.02% | -18.2% |
| Q1 2019 | $510,000 | +11.4% | 16,435 | 0.0% | 0.02% | +10.0% |
| Q4 2018 | $458,000 | -17.8% | 16,435 | -0.9% | 0.02% | -9.1% |
| Q3 2018 | $557,000 | +5.1% | 16,582 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $530,000 | -1.5% | 16,582 | -2.9% | 0.02% | -11.5% |
| Q1 2018 | $538,000 | -54.4% | 17,079 | -54.0% | 0.03% | -55.9% |
| Q4 2017 | $1,181,000 | +129.3% | 37,160 | +116.1% | 0.06% | +110.7% |
| Q3 2017 | $515,000 | +10.3% | 17,195 | +5.6% | 0.03% | -3.4% |
| Q2 2017 | $467,000 | +79.6% | 16,280 | +75.2% | 0.03% | +70.6% |
| Q1 2017 | $260,000 | – | 9,291 | – | 0.02% | – |
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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% |