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 | $3,148,388 | -7.7% | 72,677 | -5.1% | 0.05% | -7.1% |
| Q2 2023 | $3,411,847 | -1.1% | 76,567 | -8.0% | 0.06% | -5.1% |
| Q1 2023 | $3,450,637 | -0.6% | 83,268 | -6.5% | 0.06% | -6.3% |
| Q4 2022 | $3,473,015 | -0.8% | 89,029 | -7.9% | 0.06% | -13.7% |
| Q3 2022 | $3,501,000 | -11.5% | 96,658 | -7.4% | 0.07% | -12.0% |
| Q2 2022 | $3,956,000 | -17.8% | 104,376 | -3.5% | 0.08% | -23.1% |
| Q1 2022 | $4,810,000 | -7.1% | 108,134 | -2.8% | 0.11% | -6.1% |
| Q4 2021 | $5,178,000 | +10.1% | 111,215 | -0.3% | 0.12% | +17.3% |
| Q3 2021 | $4,703,000 | -12.0% | 111,598 | -15.1% | 0.10% | -22.8% |
| Q1 2021 | $5,344,000 | – | 131,507 | – | 0.13% | – |
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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% |