ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,182 | -2.8% | 5,452 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $242,942 | -48.4% | 5,452 | -52.0% | 0.03% | -50.9% |
| Q1 2023 | $471,166 | +6.3% | 11,370 | +0.1% | 0.06% | +1.9% |
| Q4 2022 | $443,280 | +5.5% | 11,363 | -2.1% | 0.05% | -5.3% |
| Q3 2022 | $420,000 | -4.5% | 11,607 | +0.1% | 0.06% | -8.1% |
| Q2 2022 | $440,000 | -16.7% | 11,599 | -2.3% | 0.06% | 0.0% |
| Q1 2022 | $528,000 | -4.5% | 11,875 | +0.0% | 0.06% | 0.0% |
| Q4 2021 | $553,000 | -11.8% | 11,870 | -20.2% | 0.06% | -19.5% |
| Q3 2021 | $627,000 | -1.1% | 14,881 | +0.6% | 0.08% | 0.0% |
| Q2 2021 | $634,000 | +5.5% | 14,793 | +0.1% | 0.08% | -2.5% |
| Q1 2021 | $601,000 | -6.1% | 14,783 | -13.1% | 0.08% | -11.2% |
| Q4 2020 | $640,000 | +29.3% | 17,002 | +13.9% | 0.09% | +14.1% |
| Q3 2020 | $495,000 | -6.1% | 14,923 | -12.0% | 0.08% | -13.3% |
| Q2 2020 | $527,000 | +21.1% | 16,966 | +3.1% | 0.09% | -1.1% |
| Q1 2020 | $435,000 | -21.6% | 16,456 | +2.3% | 0.09% | -1.1% |
| Q4 2019 | $555,000 | +122.0% | 16,085 | +105.0% | 0.09% | +109.1% |
| Q3 2019 | $250,000 | +22.5% | 7,846 | +21.9% | 0.04% | +18.9% |
| Q2 2019 | $204,000 | – | 6,438 | – | 0.04% | – |
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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% |