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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,547,647 | +3.7% | 99,617 | +0.2% | 2.86% | +2.4% |
| Q1 2024 | $5,349,373 | +11.2% | 99,412 | -0.2% | 2.79% | -7.8% |
| Q4 2023 | $4,809,533 | +12.2% | 99,597 | +0.7% | 3.03% | +2.4% |
| Q3 2023 | $4,285,786 | -2.8% | 98,933 | 0.0% | 2.96% | +0.2% |
| Q2 2023 | $4,408,463 | +7.8% | 98,933 | +0.3% | 2.95% | +6.8% |
| Q1 2023 | $4,088,453 | +6.6% | 98,660 | +0.4% | 2.76% | -1.5% |
| Q4 2022 | $3,835,149 | +8.9% | 98,312 | +1.1% | 2.81% | -2.1% |
| Q3 2022 | $3,521,000 | -23.2% | 97,212 | -19.7% | 2.87% | -24.0% |
| Q2 2022 | $4,586,000 | -18.4% | 121,007 | -4.3% | 3.77% | -21.5% |
| Q1 2022 | $5,623,000 | +1.4% | 126,414 | +6.2% | 4.80% | +7.1% |
| Q4 2021 | $5,543,000 | – | 119,046 | – | 4.48% | – |
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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% |