DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 145 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
DFPG INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,649,234
-14.2%
60,733
-9.6%
0.25%
-11.5%
Q2 2023$3,086,266
+13.6%
67,195
+2.5%
0.28%
-4.8%
Q1 2023$2,715,605
+9.4%
65,531
+6.3%
0.29%
-28.6%
Q4 2022$2,482,054
+219.4%
61,620
+200.3%
0.41%
+23.9%
Q3 2022$777,00020,5180.33%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 2,193,534$61,112,0007.67%
Sterneck Capital Management, LLC 149,580$4,167,0004.06%
Lucia Wealth Services, LLC 287,913$8,021,0003.77%
Strategic Wealth Management Group, LLC 122,547$3,414,0003.28%
Retirement Planning Group, LLC 352,240$9,813,0002.62%
SigFig Wealth Management, LLC 401,072$11,070,0002.36%
Stone House Investment Management, LLC 115,376$3,214,0002.03%
Smart Money Group LLC 68,435$1,907,0001.98%
PHILLIPS FINANCIAL MANAGEMENT, LLC 302,408$8,425,0001.80%
LifePlan Financial Group, Inc 96,389$2,685,0001.68%
View complete list of ISHARES TR shareholders