ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,224,220 | +1.1% | 57,017 | -6.1% | 0.34% | -10.9% |
| Q3 2022 | $2,199,000 | -4.8% | 60,701 | -0.4% | 0.38% | -4.0% |
| Q2 2022 | $2,311,000 | -13.7% | 60,964 | +1.3% | 0.40% | -2.7% |
| Q1 2022 | $2,678,000 | +8.4% | 60,197 | +13.5% | 0.41% | +7.9% |
| Q4 2021 | $2,470,000 | +6.5% | 53,055 | -3.6% | 0.38% | -3.0% |
| Q3 2021 | $2,319,000 | -0.5% | 55,037 | +1.1% | 0.39% | -2.0% |
| Q2 2021 | $2,331,000 | +12.6% | 54,416 | +6.8% | 0.40% | +0.2% |
| Q1 2021 | $2,071,000 | +20.7% | 50,970 | +11.9% | 0.40% | +10.8% |
| Q4 2020 | $1,716,000 | +11.4% | 45,544 | -1.9% | 0.36% | -3.7% |
| Q3 2020 | $1,541,000 | +11.3% | 46,428 | +4.2% | 0.38% | +1.3% |
| Q2 2020 | $1,384,000 | +10.2% | 44,538 | -6.2% | 0.37% | -3.4% |
| Q1 2020 | $1,256,000 | -20.9% | 47,487 | +3.1% | 0.38% | -5.4% |
| Q4 2019 | $1,588,000 | +23.5% | 46,044 | +14.3% | 0.41% | +14.7% |
| Q3 2019 | $1,286,000 | +5.5% | 40,290 | +5.0% | 0.35% | +4.7% |
| Q2 2019 | $1,219,000 | -3.3% | 38,366 | -5.6% | 0.34% | -7.4% |
| Q1 2019 | $1,261,000 | +6.1% | 40,646 | -4.7% | 0.36% | -2.9% |
| Q4 2018 | $1,188,000 | – | 42,654 | – | 0.38% | – |
Download | ||||||
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% |