ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 63 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $489 | +8050.0% | 11,286 | +7737.5% | 0.00% | – |
| Q2 2023 | $6 | -97.6% | 144 | -97.6% | 0.00% | -100.0% |
| Q1 2023 | $249 | -25.7% | 6,000 | -30.2% | 0.00% | 0.0% |
| Q4 2022 | $335 | -99.9% | 8,591 | -20.6% | 0.00% | -33.3% |
| Q3 2022 | $392,000 | +72.7% | 10,815 | +80.2% | 0.00% | +50.0% |
| Q2 2022 | $227,000 | -15.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $267,000 | -4.3% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $279,000 | +8.6% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $257,000 | 0.0% | 6,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $257,000 | -96.2% | 6,000 | -97.5% | 0.00% | -98.8% |
| Q4 2018 | $6,812,000 | +681100.0% | 244,510 | +1358288.9% | 0.17% | – |
| Q3 2017 | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | – | 18 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BALASA DINVERNO & FOLTZ LLC | 2,252,743 | $77,675,000 | 8.24% |
| Beirne Wealth Consulting Services, LLC | 263,394 | $9,082,000 | 8.00% |
| Strategic Financial Services, Inc, | 1,794,498 | $61,874,000 | 7.11% |
| Clearwater Capital Advisors, LLC | 680,560 | $23,466,000 | 3.91% |
| Strategic Wealth Management Group, LLC | 168,981 | $5,826,000 | 3.77% |
| Sterneck Capital Management, LLC | 135,457 | $4,671,000 | 3.72% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 639,177 | $22,039,000 | 3.61% |
| Stone House Investment Management, LLC | 117,505 | $4,052,000 | 2.96% |
| Lucia Wealth Services, LLC | 201,176 | $6,937,000 | 2.13% |
| BELLEVUE ASSET MANAGEMENT, LLC | 64,001 | $2,207,000 | 1.70% |