ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $692,895 | -85.7% | 12,442 | -90.7% | 0.01% | -91.6% |
| 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% | – |
Download | ||||||
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% |