DFPG INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 2,806,340$74,228,0009.92%
Beirne Wealth Consulting Services, LLC 325,334$8,605,0009.30%
BALASA DINVERNO & FOLTZ LLC 1,334,801$35,305,0004.44%
Clearwater Capital Advisors, LLC 647,127$17,117,0003.69%
Pasadena Private Wealth, LLC 312,921$8,856,0003.65%
Sterneck Capital Management, LLC 130,969$3,464,0003.49%
PHILLIPS FINANCIAL MANAGEMENT, LLC 681,287$17,148,0003.40%
Strategic Wealth Management Group, LLC 164,134$4,341,0003.23%
Stone House Investment Management, LLC 194,606$5,147,0003.01%
BELLEVUE ASSET MANAGEMENT, LLC 62,930$1,835,0001.90%
View complete list of ISHARES TR shareholders