ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $159,592 | -3.5% | 3,779 | +1.8% | 0.04% | +21.2% |
| Q2 2023 | $165,410 | +2.1% | 3,712 | -5.0% | 0.03% | -2.9% |
| Q1 2023 | $161,962 | +6.5% | 3,908 | +0.3% | 0.03% | 0.0% |
| Q4 2022 | $152,053 | -20.4% | 3,898 | -26.0% | 0.03% | -29.2% |
| Q3 2022 | $191,000 | -4.0% | 5,267 | +0.1% | 0.05% | -2.0% |
| Q2 2022 | $199,000 | -22.9% | 5,263 | -9.4% | 0.05% | -14.0% |
| Q1 2022 | $258,000 | -4.4% | 5,809 | +0.2% | 0.06% | -3.4% |
| Q4 2021 | $270,000 | +11.1% | 5,796 | +0.4% | 0.06% | +3.5% |
| Q3 2021 | $243,000 | -1.6% | 5,773 | +0.0% | 0.06% | +5.6% |
| Q2 2021 | $247,000 | -3.1% | 5,771 | -8.1% | 0.05% | -12.9% |
| Q1 2021 | $255,000 | +17.0% | 6,282 | +8.8% | 0.06% | +5.1% |
| Q4 2020 | $218,000 | +14.1% | 5,774 | +0.6% | 0.06% | -7.8% |
| Q3 2020 | $191,000 | +7.3% | 5,742 | +0.2% | 0.06% | -8.6% |
| Q2 2020 | $178,000 | – | 5,732 | – | 0.07% | – |
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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% |