ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,987 | -2.8% | 4,201 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $187,197 | +7.5% | 4,201 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $174,089 | +6.2% | 4,201 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $163,881 | +7.8% | 4,201 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | -4.4% | 4,202 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $159,000 | -15.0% | 4,202 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $187,000 | -6.0% | 4,202 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $199,000 | +12.4% | 4,284 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $177,000 | -1.7% | 4,202 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $180,000 | -99.9% | 4,202 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $341,538,000 | +176862.7% | 8,404 | +63.8% | 0.00% | -25.0% |
| Q4 2020 | $193,000 | +13.5% | 5,131 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $170,000 | +8400.0% | 5,131 | +6651.3% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -60.0% | 76 | -56.8% | 0.00% | – |
| Q2 2019 | $5,000 | +66.7% | 176 | +76.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | – | 100 | – | 0.00% | – |
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% |