ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $326,839 | -2.8% | 7,545 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $336,195 | +7.5% | 7,545 | +0.0% | 0.00% | 0.0% |
Q1 2023 | $312,637 | +6.2% | 7,544 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $294,282 | +44.3% | 7,544 | +33.7% | 0.00% | +33.3% |
Q3 2022 | $204,000 | -4.7% | 5,643 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $214,000 | -31.2% | 5,643 | -15.5% | 0.00% | -40.0% |
Q4 2021 | $311,000 | +10.7% | 6,680 | +0.1% | 0.01% | 0.0% |
Q3 2021 | $281,000 | -1.1% | 6,672 | +0.1% | 0.01% | 0.0% |
Q2 2021 | $284,000 | +7.2% | 6,665 | +1.9% | 0.01% | -16.7% |
Q1 2021 | $265,000 | -32.7% | 6,540 | -37.5% | 0.01% | -33.3% |
Q4 2020 | $394,000 | -54.4% | 10,470 | -59.8% | 0.01% | -35.7% |
Q3 2020 | $864,000 | +119.3% | 26,058 | +105.3% | 0.01% | +27.3% |
Q2 2020 | $394,000 | +0.5% | 12,690 | -14.2% | 0.01% | -8.3% |
Q1 2020 | $392,000 | -91.4% | 14,798 | -88.8% | 0.01% | -88.6% |
Q4 2019 | $4,544,000 | +1.8% | 131,787 | -5.7% | 0.10% | -42.0% |
Q3 2019 | $4,464,000 | +1.3% | 139,827 | +0.8% | 0.18% | -6.7% |
Q2 2019 | $4,408,000 | +12.3% | 138,783 | +9.7% | 0.19% | -7.2% |
Q1 2019 | $3,924,000 | +28.9% | 126,462 | +17.1% | 0.21% | -59.2% |
Q4 2018 | $3,045,000 | – | 107,969 | – | 0.51% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BALASA DINVERNO & FOLTZ LLC | 2,252,743 | $77,675,000 | 8.24% |
Beirne Wealth Consulting Services, LLC | 263,394 | $9,082,000 | 8.00% |
Strategic Financial Services, Inc, | 1,794,498 | $61,874,000 | 7.11% |
Clearwater Capital Advisors, LLC | 680,560 | $23,466,000 | 3.91% |
Strategic Wealth Management Group, LLC | 168,981 | $5,826,000 | 3.77% |
Sterneck Capital Management, LLC | 135,457 | $4,671,000 | 3.72% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 639,177 | $22,039,000 | 3.61% |
Stone House Investment Management, LLC | 117,505 | $4,052,000 | 2.96% |
Lucia Wealth Services, LLC | 201,176 | $6,937,000 | 2.13% |
BELLEVUE ASSET MANAGEMENT, LLC | 64,001 | $2,207,000 | 1.70% |