ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $153,925 | +15.5% | 2,764 | +11.6% | 0.00% | – |
| Q1 2024 | $133,285 | +15.0% | 2,477 | +3.2% | 0.00% | – |
| Q4 2023 | $115,942 | -1.6% | 2,401 | -11.8% | 0.00% | – |
| Q3 2023 | $117,872 | +7.5% | 2,721 | +10.6% | 0.00% | – |
| Q2 2023 | $109,660 | -77.3% | 2,461 | -78.9% | 0.00% | – |
| Q1 2023 | $482,566 | +112.8% | 11,644 | +100.3% | 0.00% | – |
| Q4 2022 | $226,823 | -4.3% | 5,814 | -11.2% | 0.00% | – |
| Q3 2022 | $237,000 | +10.2% | 6,544 | +15.5% | 0.00% | – |
| Q2 2022 | $215,000 | +87.0% | 5,668 | +119.7% | 0.00% | – |
| Q1 2022 | $115,000 | +310.7% | 2,580 | +329.3% | 0.00% | – |
| Q4 2021 | $28,000 | +3.7% | 601 | -5.2% | 0.00% | – |
| Q3 2021 | $27,000 | +2600.0% | 634 | +3422.2% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 18 | +5.9% | 0.00% | – |
| Q1 2021 | $1,000 | -75.0% | 17 | -83.2% | 0.00% | – |
| Q4 2020 | $4,000 | -60.0% | 101 | -67.8% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 314 | +2.6% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 306 | +0.3% | 0.00% | – |
| Q1 2020 | $8,000 | -68.0% | 305 | -57.9% | 0.00% | – |
| Q4 2019 | $25,000 | +8.7% | 724 | +0.1% | 0.00% | – |
| Q3 2019 | $23,000 | -28.1% | 723 | -29.0% | 0.00% | – |
| Q2 2019 | $32,000 | -11.1% | 1,019 | -11.8% | 0.00% | – |
| Q1 2019 | $36,000 | -21.7% | 1,155 | -30.0% | 0.00% | – |
| Q4 2018 | $46,000 | +84.0% | 1,651 | +122.8% | 0.00% | – |
| Q3 2018 | $25,000 | – | 741 | – | 0.00% | – |
Download | ||||||
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% |