ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,902 | +11.5% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,162 | -2.8% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,596 | +7.5% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,504 | -51.0% | 350 | -53.8% | 0.00% | -66.7% |
| Q4 2022 | $29,570 | +5.6% | 758 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $28,000 | -3.4% | 758 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | +81.2% | 758 | +116.6% | 0.00% | +100.0% |
| Q1 2022 | $16,000 | – | 350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BALASA DINVERNO & FOLTZ LLC | 2,193,534 | $61,112,000 | 7.67% |
| Sterneck Capital Management, LLC | 149,580 | $4,167,000 | 4.06% |
| Lucia Wealth Services, LLC | 287,913 | $8,021,000 | 3.77% |
| Strategic Wealth Management Group, LLC | 122,547 | $3,414,000 | 3.28% |
| Retirement Planning Group, LLC | 352,240 | $9,813,000 | 2.62% |
| SigFig Wealth Management, LLC | 401,072 | $11,070,000 | 2.36% |
| Stone House Investment Management, LLC | 115,376 | $3,214,000 | 2.03% |
| Smart Money Group LLC | 68,435 | $1,907,000 | 1.98% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 302,408 | $8,425,000 | 1.80% |
| LifePlan Financial Group, Inc | 96,389 | $2,685,000 | 1.68% |