ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $24,000 | -4.0% | 667 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 667 | +0.5% | 0.02% | -6.2% |
| Q1 2022 | $30,000 | -3.2% | 664 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 662 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 657 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 657 | +0.5% | 0.02% | -5.9% |
| Q1 2021 | $27,000 | +8.0% | 654 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $25,000 | +13.6% | 654 | +0.2% | 0.02% | +6.7% |
| Q3 2020 | $22,000 | +10.0% | 653 | +0.5% | 0.02% | +7.1% |
| Q2 2020 | $20,000 | +17.6% | 650 | +0.9% | 0.01% | +16.7% |
| Q1 2020 | $17,000 | -22.7% | 644 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $22,000 | – | 644 | – | 0.01% | – |
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% |