ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $106,091 | -51.9% | 2,449 | -50.5% | 0.00% | – |
Q2 2023 | $220,527 | +13.5% | 4,949 | +5.6% | 0.00% | – |
Q1 2023 | $194,271 | +5.8% | 4,688 | -0.4% | 0.00% | – |
Q4 2022 | $183,659 | +4.9% | 4,708 | -2.6% | 0.00% | – |
Q3 2022 | $175,000 | -7.9% | 4,835 | -3.6% | 0.00% | – |
Q2 2022 | $190,000 | -11.6% | 5,014 | +3.7% | 0.00% | – |
Q1 2022 | $215,000 | +85.3% | 4,836 | +93.4% | 0.00% | – |
Q4 2021 | $116,000 | +176.2% | 2,500 | +82.5% | 0.00% | – |
Q2 2020 | $42,000 | -45.5% | 1,370 | -53.1% | 0.00% | – |
Q1 2020 | $77,000 | +32.8% | 2,920 | +72.9% | 0.00% | – |
Q4 2019 | $58,000 | +163.6% | 1,689 | +150.2% | 0.00% | – |
Q3 2019 | $22,000 | +4.8% | 675 | +0.4% | 0.00% | – |
Q2 2019 | $21,000 | -78.8% | 672 | -78.9% | 0.00% | – |
Q1 2019 | $99,000 | +253.6% | 3,189 | +212.0% | 0.00% | – |
Q4 2018 | $28,000 | -55.6% | 1,022 | -45.7% | 0.00% | – |
Q3 2018 | $63,000 | +5.0% | 1,883 | +0.1% | 0.00% | – |
Q2 2018 | $60,000 | -6.2% | 1,881 | -8.0% | 0.00% | – |
Q1 2018 | $64,000 | -1.5% | 2,045 | +0.1% | 0.00% | – |
Q4 2017 | $65,000 | +6.6% | 2,042 | +0.1% | 0.00% | – |
Q3 2017 | $61,000 | – | 2,040 | – | 0.00% | – |
Download |
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% |