ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 118 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,237,573 | +36.7% | 31,725 | +27.0% | 0.44% | +28.9% |
| Q3 2022 | $905,000 | +203.7% | 24,990 | +272.5% | 0.34% | +245.9% |
| Q1 2022 | $298,000 | -7.2% | 6,709 | -2.6% | 0.10% | +4.3% |
| Q4 2021 | $321,000 | +23.5% | 6,888 | +11.7% | 0.09% | -4.1% |
| Q3 2021 | $260,000 | +3.2% | 6,166 | +4.7% | 0.10% | -8.4% |
| Q2 2021 | $252,000 | +12.0% | 5,891 | +6.3% | 0.11% | +2.9% |
| Q1 2021 | $225,000 | +800.0% | 5,544 | +634.3% | 0.10% | +447.4% |
| Q3 2020 | $25,000 | – | 755 | – | 0.02% | – |
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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% |