ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 131 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $899,783 | +2.1% | 16,157 | -1.4% | 0.32% | +6.0% |
| Q1 2024 | $881,462 | +8.8% | 16,381 | -2.3% | 0.30% | -8.5% |
| Q4 2023 | $809,823 | +10.2% | 16,770 | -1.2% | 0.33% | +12.3% |
| Q3 2023 | $735,054 | -6.2% | 16,968 | -3.5% | 0.29% | -10.7% |
| Q2 2023 | $783,276 | +7.2% | 17,578 | -0.3% | 0.33% | +9.7% |
| Q1 2023 | $730,504 | -57.8% | 17,628 | -60.2% | 0.30% | -56.8% |
| Q4 2022 | $1,729,664 | -17.8% | 44,339 | -23.7% | 0.69% | -40.4% |
| Q3 2022 | $2,104,128 | -9.0% | 58,093 | -4.7% | 1.16% | -9.8% |
| Q2 2022 | $2,311,369 | -18.4% | 60,986 | -4.2% | 1.29% | +2.9% |
| Q1 2022 | $2,831,285 | -7.5% | 63,653 | -3.2% | 1.25% | +7.8% |
| Q4 2021 | $3,060,528 | – | 65,733 | – | 1.16% | – |
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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% |