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 2022 | $285,000 | -3.7% | 7,857 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $296,000 | -22.5% | 7,823 | -9.0% | 0.01% | 0.0% |
| Q1 2022 | $382,000 | -69.4% | 8,598 | -68.0% | 0.01% | -70.0% |
| Q4 2021 | $1,249,000 | +20.2% | 26,835 | +8.9% | 0.02% | +11.1% |
| Q3 2021 | $1,039,000 | +0.5% | 24,646 | +2.1% | 0.02% | 0.0% |
| Q2 2021 | $1,034,000 | +18.3% | 24,146 | +12.3% | 0.02% | 0.0% |
| Q1 2021 | $874,000 | +6.5% | 21,505 | -1.3% | 0.02% | -5.3% |
| Q4 2020 | $821,000 | -18.8% | 21,799 | -28.4% | 0.02% | -26.9% |
| Q3 2020 | $1,011,000 | +22.2% | 30,452 | +14.4% | 0.03% | +8.3% |
| Q2 2020 | $827,000 | +34.0% | 26,615 | +14.1% | 0.02% | +9.1% |
| Q1 2020 | $617,000 | -31.0% | 23,336 | -10.0% | 0.02% | -15.4% |
| Q4 2019 | $894,000 | – | 25,930 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 2,806,340 | $74,228,000 | 9.92% |
| Beirne Wealth Consulting Services, LLC | 325,334 | $8,605,000 | 9.30% |
| BALASA DINVERNO & FOLTZ LLC | 1,334,801 | $35,305,000 | 4.44% |
| Clearwater Capital Advisors, LLC | 647,127 | $17,117,000 | 3.69% |
| Pasadena Private Wealth, LLC | 312,921 | $8,856,000 | 3.65% |
| Sterneck Capital Management, LLC | 130,969 | $3,464,000 | 3.49% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 681,287 | $17,148,000 | 3.40% |
| Strategic Wealth Management Group, LLC | 164,134 | $4,341,000 | 3.23% |
| Stone House Investment Management, LLC | 194,606 | $5,147,000 | 3.01% |
| BELLEVUE ASSET MANAGEMENT, LLC | 62,930 | $1,835,000 | 1.90% |