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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $347,903 | +2546.7% | 8,031 | +2622.4% | 0.01% | – |
Q2 2023 | $13,145 | +1813.4% | 295 | -98.2% | 0.00% | -100.0% |
Q1 2023 | $687 | +440.9% | 16,568 | +409.5% | 0.02% | +340.0% |
Q4 2022 | $127 | -100.0% | 3,252 | -87.1% | 0.01% | -66.7% |
Q3 2022 | $915,000 | +6938.5% | 25,257 | +7075.3% | 0.02% | – |
Q2 2022 | $13,000 | -23.5% | 352 | -9.5% | 0.00% | – |
Q1 2022 | $17,000 | -94.4% | 389 | -94.0% | 0.00% | -100.0% |
Q4 2021 | $303,000 | +30200.0% | 6,509 | +20896.8% | 0.01% | – |
Q1 2021 | $1,000 | -96.6% | 31 | -96.0% | 0.00% | -100.0% |
Q4 2020 | $29,000 | -95.9% | 766 | -96.4% | 0.00% | -87.5% |
Q3 2020 | $706,000 | +1.6% | 21,251 | -5.1% | 0.01% | -72.4% |
Q2 2020 | $695,000 | +99.7% | 22,395 | +70.4% | 0.03% | +38.1% |
Q1 2020 | $348,000 | +34700.0% | 13,143 | +46839.3% | 0.02% | – |
Q4 2019 | $1,000 | -99.9% | 28 | -99.9% | 0.00% | -100.0% |
Q3 2019 | $1,101,000 | -34.5% | 34,503 | -34.8% | 0.08% | -33.6% |
Q2 2019 | $1,680,000 | +62.5% | 52,896 | +58.8% | 0.11% | +79.4% |
Q1 2019 | $1,034,000 | +14.3% | 33,316 | +23.7% | 0.06% | -4.5% |
Q3 2018 | $905,000 | +23.0% | 26,929 | +16.9% | 0.07% | +61.0% |
Q2 2018 | $736,000 | -55.7% | 23,029 | -56.4% | 0.04% | -71.1% |
Q1 2018 | $1,663,000 | +33160.0% | 52,790 | +26295.0% | 0.14% | +14100.0% |
Q4 2015 | $5,000 | – | 200 | – | 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% |