ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 131 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $210,420 | -81.6% | 5,394 | -82.9% | 0.08% | -83.0% |
Q3 2022 | $1,142,000 | +405.3% | 31,522 | +429.1% | 0.44% | +418.8% |
Q2 2022 | $226,000 | -16.3% | 5,958 | -2.0% | 0.08% | -3.4% |
Q1 2022 | $270,000 | -28.9% | 6,079 | -25.6% | 0.09% | -29.0% |
Q4 2021 | $380,000 | +12.4% | 8,167 | +2.0% | 0.12% | +24.0% |
Q3 2021 | $338,000 | -0.9% | 8,010 | +0.5% | 0.10% | -1.0% |
Q2 2021 | $341,000 | -24.2% | 7,972 | -28.0% | 0.10% | -34.4% |
Q1 2021 | $450,000 | -8.0% | 11,071 | -14.8% | 0.15% | -12.0% |
Q4 2020 | $489,000 | +3.4% | 12,991 | -8.7% | 0.18% | -9.8% |
Q3 2020 | $473,000 | +0.4% | 14,232 | -6.2% | 0.19% | -24.5% |
Q2 2020 | $471,000 | +7.5% | 15,165 | -8.4% | 0.26% | -15.5% |
Q1 2020 | $438,000 | – | 16,563 | – | 0.30% | – |
Download |
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% |