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 2023 | $14,642 | -52.9% | 338 | -58.0% | 0.00% | 0.0% |
Q2 2023 | $31,063 | +125.0% | 804 | +90.5% | 0.00% | 0.0% |
Q1 2023 | $13,804 | +21811.1% | 422 | -77.8% | 0.00% | -50.0% |
Q4 2022 | $63 | -99.9% | 1,899 | -12.9% | 0.00% | 0.0% |
Q3 2022 | $71,000 | +10.9% | 2,180 | +10.3% | 0.00% | 0.0% |
Q2 2022 | $64,000 | -22.0% | 1,977 | -22.2% | 0.00% | +100.0% |
Q1 2022 | $82,000 | +215.4% | 2,542 | +354.7% | 0.00% | 0.0% |
Q4 2021 | $26,000 | +13.0% | 559 | +3.7% | 0.00% | – |
Q3 2021 | $23,000 | 0.0% | 539 | 0.0% | 0.00% | – |
Q2 2021 | $23,000 | +9.5% | 539 | +6.3% | 0.00% | – |
Q1 2021 | $21,000 | +110.0% | 507 | +77.3% | 0.00% | – |
Q4 2020 | $10,000 | +233.3% | 286 | +162.4% | 0.00% | – |
Q3 2020 | $3,000 | – | 109 | – | 0.00% | – |
Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2020 | $8,000 | -84.3% | 262 | -82.2% | 0.00% | -75.0% |
Q4 2019 | $51,000 | +41.7% | 1,471 | +30.3% | 0.00% | +100.0% |
Q3 2019 | $36,000 | -29.4% | 1,129 | -30.4% | 0.00% | -71.4% |
Q1 2019 | $51,000 | -71.7% | 1,623 | -75.2% | 0.01% | -36.4% |
Q4 2018 | $180,000 | -26.8% | 6,537 | -10.8% | 0.01% | +10.0% |
Q3 2018 | $246,000 | +7.4% | 7,330 | +2.3% | 0.01% | 0.0% |
Q2 2018 | $229,000 | +157.3% | 7,163 | +157.0% | 0.01% | +150.0% |
Q1 2018 | $89,000 | 0.0% | 2,787 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $89,000 | +7.2% | 2,787 | 0.0% | 0.00% | +33.3% |
Q3 2017 | $83,000 | +3.8% | 2,787 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $80,000 | +45.5% | 2,787 | +42.8% | 0.00% | +50.0% |
Q1 2017 | $55,000 | +7.8% | 1,951 | +20.2% | 0.00% | -71.4% |
Q1 2016 | $51,000 | – | 1,623 | – | 0.01% | – |
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% |