ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,856,000 | -17.2% | 134,075 | -13.3% | 0.11% | -13.0% |
| Q2 2022 | $5,862,000 | -16.1% | 154,681 | -1.5% | 0.12% | +0.8% |
| Q1 2022 | $6,987,000 | +1809.0% | 157,075 | +1035.8% | 0.12% | +335.7% |
| Q1 2020 | $366,000 | -30.6% | 13,830 | -9.6% | 0.03% | +100.0% |
| Q4 2019 | $527,000 | +5.4% | 15,292 | -2.3% | 0.01% | -22.2% |
| Q3 2019 | $500,000 | +6.4% | 15,656 | +2.4% | 0.02% | 0.0% |
| Q2 2019 | $470,000 | -7.8% | 15,292 | -7.0% | 0.02% | -18.2% |
| Q1 2019 | $510,000 | +11.4% | 16,435 | 0.0% | 0.02% | +10.0% |
| Q4 2018 | $458,000 | -17.8% | 16,435 | -0.9% | 0.02% | -9.1% |
| Q3 2018 | $557,000 | +5.1% | 16,582 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $530,000 | -1.5% | 16,582 | -2.9% | 0.02% | -11.5% |
| Q1 2018 | $538,000 | -54.4% | 17,079 | -54.0% | 0.03% | -55.9% |
| Q4 2017 | $1,181,000 | +129.3% | 37,160 | +116.1% | 0.06% | +110.7% |
| Q3 2017 | $515,000 | +10.3% | 17,195 | +5.6% | 0.03% | -3.4% |
| Q2 2017 | $467,000 | +79.6% | 16,280 | +75.2% | 0.03% | +70.6% |
| Q1 2017 | $260,000 | – | 9,291 | – | 0.02% | – |
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% |