ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $456,965 | +3.5% | 8,206 | +0.0% | 0.01% | 0.0% |
| Q1 2024 | $441,508 | +11.4% | 8,205 | +0.0% | 0.01% | -6.7% |
| Q4 2023 | $396,185 | +1.8% | 8,204 | -8.6% | 0.02% | -11.8% |
| Q3 2023 | $388,992 | -26.6% | 8,980 | -24.5% | 0.02% | -10.5% |
| Q2 2023 | $529,796 | +7.1% | 11,890 | -0.4% | 0.02% | 0.0% |
| Q1 2023 | $494,743 | +6.2% | 11,939 | +0.0% | 0.02% | -5.0% |
| Q4 2022 | $465,695 | +7.8% | 11,938 | +0.0% | 0.02% | 0.0% |
| Q3 2022 | $432,000 | -7.5% | 11,936 | -3.2% | 0.02% | -4.8% |
| Q2 2022 | $467,000 | -18.9% | 12,335 | -4.8% | 0.02% | -8.7% |
| Q1 2022 | $576,000 | +71.9% | 12,951 | +79.8% | 0.02% | +35.3% |
| Q4 2021 | $335,000 | -35.9% | 7,205 | -41.9% | 0.02% | -34.6% |
| Q3 2021 | $522,432 | -1.6% | 12,398 | +0.0% | 0.03% | -3.7% |
| Q2 2021 | $530,961 | +5.4% | 12,397 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $503,794 | +6.9% | 12,397 | -0.9% | 0.03% | -6.5% |
| Q4 2020 | $471,365 | +18.7% | 12,513 | +4.7% | 0.03% | -3.1% |
| Q3 2020 | $396,939 | +6.9% | 11,956 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $371,473 | +17.5% | 11,956 | 0.0% | 0.03% | -5.9% |
| Q1 2020 | $316,236 | -28.1% | 11,956 | -6.3% | 0.03% | -12.8% |
| Q4 2019 | $439,827 | -8.0% | 12,756 | -14.8% | 0.04% | -18.8% |
| Q3 2019 | $478,034 | +0.5% | 14,976 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $475,638 | +4.4% | 14,976 | +2.0% | 0.05% | -2.0% |
| Q1 2019 | $455,396 | +13.2% | 14,676 | +1.6% | 0.05% | -3.8% |
| Q4 2018 | $402,354 | -12.7% | 14,442 | +5.3% | 0.05% | 0.0% |
| Q3 2018 | $460,897 | +18.7% | 13,709 | +12.9% | 0.05% | +4.0% |
| Q2 2018 | $388,244 | +9.5% | 12,144 | +7.9% | 0.05% | -3.8% |
| Q1 2018 | $354,659 | +1.1% | 11,259 | +2.0% | 0.05% | +4.0% |
| Q4 2017 | $350,930 | +21.7% | 11,039 | +14.6% | 0.05% | +6.4% |
| Q3 2017 | $288,346 | – | 9,634 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 2,029,070 | $112,999 | 22.29% |
| Strategic Financial Services, Inc. | 4,288,388 | $238,820,317 | 15.11% |
| CORA CAPITAL ADVISORS LLC | 464,404 | $25,862,654 | 13.31% |
| ShoreHaven Wealth Partners, LLC | 415,864 | $23,159,441 | 12.17% |
| Ullmann Wealth Partners Group, LLC | 1,468,081 | $81,757,409 | 11.66% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,208,366 | $178,673,916 | 10.36% |
| EWA, LLC | 412,780 | $23,412,894 | 9.70% |
| Beirne Wealth Consulting Services, LLC | 358,310 | $19,955,543 | 8.05% |
| Conrad Siegel Investment Advisors, Inc. | 436,678 | $24,318,610 | 7.07% |
| Pettinga Financial Advisors LLC | 451,019 | $25,117,266 | 6.29% |