ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $171,461 | -2.6% | 3,958 | +0.2% | 0.30% | +0.7% |
Q2 2023 | $175,967 | +7.5% | 3,949 | 0.0% | 0.30% | +3.1% |
Q1 2023 | $163,647 | +99080.0% | 3,949 | -6.7% | 0.29% | -10.6% |
Q4 2022 | $165 | -99.9% | 4,234 | 0.0% | 0.32% | -0.6% |
Q3 2022 | $153,000 | -4.4% | 4,234 | 0.0% | 0.32% | -9.0% |
Q2 2022 | $160,000 | -14.9% | 4,234 | 0.0% | 0.35% | -3.8% |
Q1 2022 | $188,000 | -4.6% | 4,234 | 0.0% | 0.37% | +21.9% |
Q4 2021 | $197,000 | +10.7% | 4,234 | 0.0% | 0.30% | +4.9% |
Q3 2021 | $178,000 | -1.7% | 4,234 | 0.0% | 0.29% | -4.6% |
Q2 2021 | $181,000 | +4.6% | 4,234 | -0.8% | 0.30% | -3.5% |
Q1 2021 | $173,000 | +13.8% | 4,269 | +5.9% | 0.31% | +13.8% |
Q4 2020 | $152,000 | +23.6% | 4,032 | +9.1% | 0.28% | +10.4% |
Q3 2020 | $123,000 | +7.9% | 3,696 | +0.7% | 0.25% | +2.0% |
Q2 2020 | $114,000 | -16.8% | 3,671 | -29.1% | 0.24% | -26.7% |
Q1 2020 | $137,000 | +552.4% | 5,177 | +764.3% | 0.33% | +674.4% |
Q4 2019 | $21,000 | -85.6% | 599 | -86.9% | 0.04% | -86.3% |
Q3 2019 | $146,000 | -28.8% | 4,570 | -29.2% | 0.31% | -6.8% |
Q2 2019 | $205,000 | +25.0% | 6,454 | +21.9% | 0.34% | +31.2% |
Q1 2019 | $164,000 | +2.5% | 5,293 | -8.0% | 0.26% | -0.8% |
Q4 2018 | $160,000 | -0.6% | 5,752 | +20.4% | 0.26% | +10.7% |
Q3 2018 | $161,000 | – | 4,778 | – | 0.23% | – |
Download |
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% |