ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,709 | -79.0% | 731 | -79.7% | 0.00% | – |
| Q1 2024 | $194,200 | -36.6% | 3,609 | -43.1% | 0.00% | -100.0% |
| Q4 2023 | $306,352 | +3596.3% | 6,344 | +3072.0% | 0.00% | – |
| Q1 2023 | $8,288 | -96.8% | 200 | -96.9% | 0.00% | -100.0% |
| Q4 2022 | $255,789 | +3554.1% | 6,557 | +3178.5% | 0.00% | – |
| Q3 2022 | $7,000 | -98.8% | 200 | -98.4% | 0.00% | -100.0% |
| Q1 2022 | $566,000 | -85.6% | 12,724 | -85.0% | 0.01% | -83.3% |
| Q4 2021 | $3,938,000 | -26.0% | 84,573 | -33.0% | 0.03% | -55.2% |
| Q3 2021 | $5,321,000 | +1433.4% | 126,279 | +1456.7% | 0.07% | +1575.0% |
| Q2 2021 | $347,000 | – | 8,112 | – | 0.00% | – |
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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% |