ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $285,000 | +6.7% | 8,597 | 0.0% | 0.07% | -5.6% |
| Q2 2020 | $267,000 | -89.0% | 8,597 | -90.7% | 0.07% | -91.2% |
| Q1 2020 | $2,435,000 | -64.9% | 92,075 | -54.2% | 0.80% | -62.2% |
| Q4 2019 | $6,937,000 | -11.7% | 201,176 | -18.3% | 2.13% | -18.6% |
| Q3 2019 | $7,857,000 | -9.0% | 246,149 | -9.4% | 2.62% | -11.9% |
| Q2 2019 | $8,631,000 | -18.9% | 271,760 | -20.8% | 2.97% | -18.6% |
| Q1 2019 | $10,646,000 | +32.7% | 343,072 | +19.2% | 3.65% | -3.3% |
| Q4 2018 | $8,021,000 | -38.9% | 287,913 | -26.2% | 3.77% | -7.7% |
| Q3 2018 | $13,118,000 | – | 390,194 | – | 4.09% | – |
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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% |