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 | ||||
---|---|---|---|---|---|---|
Q1 2024 | $454,802 | -74.7% | 8,452 | -77.3% | 0.00% | – |
Q4 2023 | $1,794,601 | +78.0% | 37,163 | +59.7% | 0.00% | – |
Q3 2023 | $1,008,100 | -42.5% | 23,271 | -40.8% | 0.00% | -100.0% |
Q2 2023 | $1,752,990 | +126.3% | 39,340 | +110.5% | 0.00% | – |
Q1 2023 | $774,555 | -46.0% | 18,691 | -49.2% | 0.00% | -100.0% |
Q4 2022 | $1,435,529 | +493.2% | 36,799 | +451.0% | 0.00% | – |
Q3 2022 | $242,000 | -47.0% | 6,678 | -44.6% | 0.00% | – |
Q2 2022 | $457,000 | +92.8% | 12,060 | +137.4% | 0.00% | – |
Q4 2021 | $237,000 | -65.7% | 5,081 | -69.0% | 0.00% | – |
Q3 2021 | $691,000 | -30.3% | 16,392 | -45.1% | 0.00% | -100.0% |
Q3 2020 | $992,000 | -46.9% | 29,868 | -50.4% | 0.00% | 0.0% |
Q2 2020 | $1,869,000 | +510.8% | 60,169 | +420.5% | 0.00% | – |
Q1 2020 | $306,000 | -92.9% | 11,559 | -91.4% | 0.00% | -100.0% |
Q3 2019 | $4,313,000 | +460.1% | 135,128 | +457.7% | 0.01% | +600.0% |
Q2 2019 | $770,000 | -82.8% | 24,231 | -83.2% | 0.00% | -85.7% |
Q1 2019 | $4,473,000 | +33.8% | 144,159 | +45.0% | 0.01% | 0.0% |
Q3 2018 | $3,344,000 | +368.3% | 99,444 | +345.6% | 0.01% | +250.0% |
Q2 2018 | $714,000 | +4.5% | 22,318 | +3.8% | 0.00% | 0.0% |
Q4 2017 | $683,000 | -84.1% | 21,494 | -85.0% | 0.00% | -85.7% |
Q3 2017 | $4,288,000 | +96.6% | 143,262 | +88.5% | 0.01% | +75.0% |
Q2 2017 | $2,181,000 | +123.2% | 75,996 | +107.9% | 0.01% | +100.0% |
Q4 2016 | $977,000 | – | 36,557 | – | 0.00% | – |
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% |