ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 35 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,600,000 | +4.3% | 50,119 | +3.8% | 0.24% | +2.6% |
| Q2 2019 | $1,534,000 | +2.7% | 48,301 | +0.3% | 0.23% | -4.1% |
| Q1 2019 | $1,494,000 | +16.4% | 48,145 | +4.5% | 0.24% | +1.2% |
| Q4 2018 | $1,284,000 | -5.8% | 46,093 | +13.7% | 0.24% | +8.1% |
| Q3 2018 | $1,363,000 | +43.0% | 40,529 | +36.0% | 0.22% | +33.7% |
| Q2 2018 | $953,000 | +2.6% | 29,795 | +1.0% | 0.17% | -29.7% |
| Q1 2018 | $929,000 | +4.0% | 29,490 | +4.9% | 0.24% | +13.5% |
| Q4 2017 | $893,000 | +13.0% | 28,101 | +6.5% | 0.21% | +4.0% |
| Q3 2017 | $790,000 | +64.6% | 26,380 | +57.9% | 0.20% | +56.2% |
| Q2 2017 | $480,000 | +43.7% | 16,709 | +39.9% | 0.13% | +34.7% |
| Q1 2017 | $334,000 | – | 11,946 | – | 0.10% | – |
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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% |