ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,876 | -2.8% | 2,029 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $90,392 | +7.6% | 2,029 | +0.1% | 0.07% | 0.0% |
| Q1 2023 | $83,987 | +5.2% | 2,027 | -0.9% | 0.07% | -2.9% |
| Q4 2022 | $79,825 | +9.3% | 2,046 | +1.0% | 0.07% | +1.4% |
| Q3 2022 | $73,000 | -5.2% | 2,026 | 0.0% | 0.07% | -2.8% |
| Q2 2022 | $77,000 | -14.4% | 2,026 | +0.4% | 0.07% | 0.0% |
| Q1 2022 | $90,000 | -4.3% | 2,018 | +0.4% | 0.07% | -6.6% |
| Q4 2021 | $94,000 | – | 2,010 | – | 0.08% | – |
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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% |