ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 35 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,070,000 | +0.5% | 64,850 | 0.0% | 0.08% | +1.2% |
| Q2 2019 | $2,060,000 | +56.1% | 64,850 | +52.4% | 0.08% | +50.0% |
| Q1 2019 | $1,320,000 | +11.4% | 42,550 | 0.0% | 0.06% | +3.7% |
| Q4 2018 | $1,185,000 | -17.2% | 42,550 | 0.0% | 0.05% | -15.6% |
| Q3 2018 | $1,431,000 | +5.2% | 42,550 | 0.0% | 0.06% | +1.6% |
| Q2 2018 | $1,360,000 | +1.5% | 42,550 | 0.0% | 0.06% | +8.6% |
| Q1 2018 | $1,340,000 | -1.0% | 42,550 | 0.0% | 0.06% | -1.7% |
| Q4 2017 | $1,353,000 | +6.2% | 42,550 | 0.0% | 0.06% | +9.3% |
| Q3 2017 | $1,274,000 | +11.1% | 42,550 | +6.5% | 0.05% | +10.2% |
| Q2 2017 | $1,147,000 | +2.8% | 39,950 | 0.0% | 0.05% | +4.3% |
| Q1 2017 | $1,116,000 | +4.6% | 39,950 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $1,067,000 | +5.9% | 39,950 | 0.0% | 0.05% | +9.5% |
| Q3 2016 | $1,008,000 | – | 39,950 | – | 0.04% | – |
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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% |