ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,393 | -6.5% | 6,034 | -3.9% | 0.03% | 0.0% |
| Q2 2023 | $279,659 | +7.1% | 6,276 | -0.4% | 0.03% | 0.0% |
| Q1 2023 | $261,031 | +11.2% | 6,299 | +4.6% | 0.03% | +7.1% |
| Q4 2022 | $234,840 | +6.3% | 6,020 | -1.4% | 0.03% | -3.4% |
| Q3 2022 | $221,000 | -5.6% | 6,108 | -1.2% | 0.03% | +3.6% |
| Q2 2022 | $234,000 | -17.0% | 6,182 | -2.6% | 0.03% | 0.0% |
| Q1 2022 | $282,000 | -0.7% | 6,348 | +3.9% | 0.03% | +3.7% |
| Q4 2021 | $284,000 | +17.4% | 6,107 | +6.2% | 0.03% | +8.0% |
| Q3 2021 | $242,000 | -12.0% | 5,749 | -10.4% | 0.02% | -10.7% |
| Q2 2021 | $275,000 | +5.8% | 6,418 | +0.2% | 0.03% | 0.0% |
| Q1 2021 | $260,000 | +7.4% | 6,404 | -0.3% | 0.03% | 0.0% |
| Q4 2020 | $242,000 | – | 6,425 | – | 0.03% | – |
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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% |