ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 113 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413,662 | +7.7% | 10,604 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $384,000 | +2.4% | 10,604 | +7.2% | 0.01% | +14.3% |
| Q2 2022 | $375,000 | -5.8% | 9,893 | +10.5% | 0.01% | 0.0% |
| Q1 2022 | $398,000 | -4.3% | 8,953 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $416,000 | +10.3% | 8,953 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $377,000 | +8.6% | 8,953 | +5.0% | 0.01% | 0.0% |
| Q1 2021 | $347,000 | +8.1% | 8,528 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $321,000 | +13.0% | 8,528 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $284,000 | +7.2% | 8,528 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $265,000 | +32.5% | 8,528 | +12.6% | 0.01% | 0.0% |
| Q1 2020 | $200,000 | -39.2% | 7,575 | -20.5% | 0.01% | -14.3% |
| Q4 2019 | $329,000 | +7.9% | 9,530 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $305,000 | +1.0% | 9,530 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $302,000 | +2.4% | 9,530 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $295,000 | +11.3% | 9,530 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $265,000 | – | 9,530 | – | 0.01% | – |
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% |