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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $88,000 | +6.0% | 2,050 | 0.0% | 0.05% | +31.4% |
| Q1 2021 | $83,000 | +7.8% | 2,050 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $77,000 | +13.2% | 2,050 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $68,000 | +106.1% | 2,050 | +95.2% | 0.04% | +94.4% |
| Q2 2020 | $33,000 | -57.7% | 1,050 | -64.3% | 0.02% | -63.3% |
| Q1 2020 | $78,000 | -23.5% | 2,945 | 0.0% | 0.05% | +6.5% |
| Q4 2019 | $102,000 | +9.7% | 2,945 | +0.7% | 0.05% | +7.0% |
| Q3 2019 | $93,000 | 0.0% | 2,925 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $93,000 | +2.2% | 2,925 | +0.3% | 0.04% | +10.3% |
| Q1 2019 | $91,000 | +11.0% | 2,917 | -1.3% | 0.04% | 0.0% |
| Q4 2018 | $82,000 | +5.1% | 2,956 | +27.4% | 0.04% | +34.5% |
| Q3 2018 | $78,000 | +116.7% | 2,320 | +107.1% | 0.03% | +93.3% |
| Q2 2018 | $36,000 | +2.9% | 1,120 | 0.0% | 0.02% | +50.0% |
| Q1 2018 | $35,000 | -2.8% | 1,120 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $36,000 | +16.1% | 1,120 | +6.7% | 0.01% | +10.0% |
| Q3 2017 | $31,000 | +3.3% | 1,050 | 0.0% | 0.01% | -9.1% |
| Q2 2017 | $30,000 | – | 1,050 | – | 0.01% | – |
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% |