ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,060 | +7.9% | 6,000 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $217,000 | -4.4% | 6,000 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $227,000 | -15.0% | 6,000 | 0.0% | 0.07% | -5.4% |
| Q1 2022 | $267,000 | -4.3% | 6,000 | 0.0% | 0.07% | -11.9% |
| Q4 2021 | $279,000 | +10.3% | 6,000 | 0.0% | 0.08% | +2.4% |
| Q3 2021 | $253,000 | -1.6% | 6,000 | 0.0% | 0.08% | +17.1% |
| Q2 2021 | $257,000 | +5.3% | 6,000 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $244,000 | +8.0% | 6,000 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $226,000 | +13.6% | 6,000 | 0.0% | 0.07% | +7.9% |
| Q3 2020 | $199,000 | +7.0% | 6,000 | 0.0% | 0.06% | -3.1% |
| Q2 2020 | $186,000 | +17.0% | 6,000 | 0.0% | 0.06% | -1.5% |
| Q1 2020 | $159,000 | -23.2% | 6,000 | 0.0% | 0.07% | -10.8% |
| Q4 2019 | $207,000 | +7.8% | 6,000 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $192,000 | -0.5% | 6,000 | 0.0% | 0.07% | -7.6% |
| Q2 2019 | $193,000 | +3.8% | 6,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $186,000 | +11.4% | 6,000 | 0.0% | 0.08% | -3.6% |
| Q4 2018 | $167,000 | – | 6,000 | – | 0.08% | – |
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% |