ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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. | 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% |