ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $85,150 | -35.4% | 1,529 | -37.6% | 0.00% | – |
| Q1 2024 | $131,781 | +11.4% | 2,449 | 0.0% | 0.00% | – |
| Q4 2023 | $118,262 | +11.5% | 2,449 | 0.0% | 0.00% | – |
| 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. | 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% |