ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $277,971 | +1.5% | 4,991 | -1.9% | 0.03% | 0.0% |
| Q1 2024 | $273,753 | +11.5% | 5,087 | +0.1% | 0.03% | +3.8% |
| Q4 2023 | $245,440 | +3.9% | 5,083 | -6.8% | 0.03% | -3.7% |
| Q3 2023 | $236,182 | -2.8% | 5,452 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $242,942 | -48.4% | 5,452 | -52.0% | 0.03% | -50.9% |
| Q1 2023 | $471,166 | +6.3% | 11,370 | +0.1% | 0.06% | +1.9% |
| Q4 2022 | $443,280 | +5.5% | 11,363 | -2.1% | 0.05% | -5.3% |
| Q3 2022 | $420,000 | -4.5% | 11,607 | +0.1% | 0.06% | -8.1% |
| Q2 2022 | $440,000 | -16.7% | 11,599 | -2.3% | 0.06% | 0.0% |
| Q1 2022 | $528,000 | -4.5% | 11,875 | +0.0% | 0.06% | 0.0% |
| Q4 2021 | $553,000 | -11.8% | 11,870 | -20.2% | 0.06% | -19.5% |
| Q3 2021 | $627,000 | -1.1% | 14,881 | +0.6% | 0.08% | 0.0% |
| Q2 2021 | $634,000 | +5.5% | 14,793 | +0.1% | 0.08% | -2.5% |
| Q1 2021 | $601,000 | -6.1% | 14,783 | -13.1% | 0.08% | -11.2% |
| Q4 2020 | $640,000 | +29.3% | 17,002 | +13.9% | 0.09% | +14.1% |
| Q3 2020 | $495,000 | -6.1% | 14,923 | -12.0% | 0.08% | -13.3% |
| Q2 2020 | $527,000 | +21.1% | 16,966 | +3.1% | 0.09% | -1.1% |
| Q1 2020 | $435,000 | -21.6% | 16,456 | +2.3% | 0.09% | -1.1% |
| Q4 2019 | $555,000 | +122.0% | 16,085 | +105.0% | 0.09% | +109.1% |
| Q3 2019 | $250,000 | +22.5% | 7,846 | +21.9% | 0.04% | +18.9% |
| Q2 2019 | $204,000 | – | 6,438 | – | 0.04% | – |
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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% |