ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 103 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,079 | -2.8% | 2,241 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $99,858 | +7.9% | 2,241 | +0.4% | 0.01% | +12.5% |
| Q1 2023 | $92,545 | +6.7% | 2,233 | +0.4% | 0.01% | -11.1% |
| Q4 2022 | $86,734 | +8.4% | 2,223 | +1.0% | 0.01% | +12.5% |
| Q3 2022 | $80,000 | -3.6% | 2,201 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $83,000 | -15.3% | 2,201 | +0.1% | 0.01% | +33.3% |
| Q1 2022 | $98,000 | -3.9% | 2,199 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $102,000 | -56.0% | 2,191 | -60.2% | 0.01% | -62.5% |
| Q3 2021 | $232,000 | -1.7% | 5,505 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $236,000 | +5.8% | 5,505 | +0.5% | 0.02% | 0.0% |
| Q1 2021 | $223,000 | -9.0% | 5,480 | -15.6% | 0.02% | -20.0% |
| Q4 2020 | $245,000 | +25.6% | 6,493 | +10.5% | 0.02% | +17.6% |
| Q3 2020 | $195,000 | +15.4% | 5,874 | +7.7% | 0.02% | +21.4% |
| Q2 2020 | $169,000 | +18.2% | 5,452 | +0.9% | 0.01% | +7.7% |
| Q1 2020 | $143,000 | -23.1% | 5,404 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $186,000 | +21.6% | 5,404 | +12.4% | 0.02% | +14.3% |
| Q3 2019 | $153,000 | +14.2% | 4,808 | +14.3% | 0.01% | -6.7% |
| Q2 2019 | $134,000 | +3.1% | 4,208 | +0.4% | 0.02% | -6.2% |
| Q1 2019 | $130,000 | +13.0% | 4,190 | +1.7% | 0.02% | 0.0% |
| Q4 2018 | $115,000 | -16.1% | 4,121 | +1.0% | 0.02% | -5.9% |
| Q3 2018 | $137,000 | +5.4% | 4,080 | +0.4% | 0.02% | -5.6% |
| Q2 2018 | $130,000 | +1.6% | 4,063 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $128,000 | +16.4% | 4,063 | +17.8% | 0.02% | +5.9% |
| Q4 2017 | $110,000 | – | 3,448 | – | 0.02% | – |
Download | ||||||
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% |