Herold Advisors, Inc. - ISHARES TR ownership

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
Herold Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$13,344,000
+111100.0%
3000.0%0.01%0.0%
Q3 2021$12,0003000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 1,696,683$73,81917.76%
Strategic Financial Services, Inc, 4,352,012$188,529,15214.67%
Beirne Wealth Consulting Services, LLC 385,609$17,183,71213.70%
ShoreHaven Wealth Partners, LLC 402,248$17,425,37811.99%
CORA CAPITAL ADVISORS LLC 404,153$17,507,89411.75%
Pettinga Financial Advisors LLC 778,045$33,704,89910.18%
Ullmann Wealth Partners Group, LLC 1,234,626$53,483,9779.99%
Cardinal Point Capital Management ULC 563,192$24,505,7286.41%
Stokes Family Office, LLC 1,208,519$52,353,0336.14%
Clearwater Capital Advisors, LLC 1,073,656$46,510,7785.70%
View complete list of ISHARES TR shareholders