ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 110 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,987,000 | -3.2% | 230,586 | -0.4% | 0.02% | -5.0% |
| Q2 2023 | $10,313,000 | +11.5% | 231,401 | +3.7% | 0.02% | 0.0% |
| Q1 2023 | $9,251,000 | +4.2% | 223,161 | -1.9% | 0.02% | 0.0% |
| Q4 2022 | $8,879,000 | +9.2% | 227,599 | +1.3% | 0.02% | -9.1% |
| Q3 2022 | $8,134,000 | -4.3% | 224,611 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $8,498,000 | -15.5% | 224,150 | -0.9% | 0.02% | 0.0% |
| Q1 2022 | $10,060,000 | -7.9% | 226,121 | -3.6% | 0.02% | -8.3% |
| Q4 2021 | $10,924,000 | +16.2% | 234,562 | +5.2% | 0.02% | -4.0% |
| Q3 2021 | $9,399,000 | -0.4% | 222,949 | +1.2% | 0.02% | -7.4% |
| Q2 2021 | $9,437,000 | -12.1% | 220,202 | -16.7% | 0.03% | -20.6% |
| Q1 2021 | $10,740,000 | +6.9% | 264,262 | -0.9% | 0.03% | -19.0% |
| Q4 2020 | $10,047,000 | +1507.5% | 266,692 | +1310.8% | 0.04% | +1300.0% |
| Q3 2020 | $625,000 | +5.8% | 18,904 | -1.0% | 0.00% | 0.0% |
| Q2 2020 | $591,000 | +86.4% | 19,096 | +107.3% | 0.00% | +50.0% |
| Q4 2019 | $317,000 | +14.4% | 9,210 | +7.0% | 0.00% | 0.0% |
| Q3 2019 | $277,000 | -2.8% | 8,610 | -4.2% | 0.00% | 0.0% |
| Q2 2019 | $285,000 | +27.8% | 8,990 | +26.0% | 0.00% | +100.0% |
| Q1 2019 | $223,000 | -3.0% | 7,137 | -14.4% | 0.00% | -50.0% |
| Q4 2018 | $230,000 | -52.8% | 8,341 | -42.3% | 0.00% | -50.0% |
| Q3 2018 | $487,000 | – | 14,457 | – | 0.00% | – |
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% |