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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,658 | -76.0% | 5,186 | -78.4% | 0.00% | -75.0% |
| Q4 2022 | $937,176 | -99.9% | 24,024 | -57.4% | 0.01% | -27.3% |
| Q3 2022 | $1,022,021,000 | +103448.2% | 56,404 | +116.6% | 0.01% | +10.0% |
| Q2 2022 | $987,000 | -16.8% | 26,045 | -2.3% | 0.01% | -16.7% |
| Q1 2022 | $1,186,000 | -3.8% | 26,664 | +0.7% | 0.01% | 0.0% |
| Q4 2021 | $1,233,000 | +8.4% | 26,491 | -1.8% | 0.01% | +9.1% |
| Q3 2021 | $1,137,000 | +306.1% | 26,975 | +313.2% | 0.01% | +266.7% |
| Q2 2021 | $280,000 | -33.5% | 6,529 | -36.9% | 0.00% | -40.0% |
| Q1 2021 | $421,000 | +7.4% | 10,354 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $392,000 | – | 10,482 | – | 0.01% | – |
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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% |