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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $112,344 | +1.7% | 2,711 | -4.3% | 0.00% | 0.0% |
| Q4 2022 | $110,476 | +67.4% | 2,832 | +82.5% | 0.00% | +50.0% |
| Q2 2021 | $66,000 | +6.5% | 1,552 | -5.8% | 0.00% | 0.0% |
| Q4 2020 | $62,000 | +12.7% | 1,647 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $55,000 | +25.0% | 1,647 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $44,000 | -40.5% | 1,647 | -23.8% | 0.00% | -25.0% |
| Q4 2019 | $74,000 | -41.3% | 2,160 | -42.1% | 0.00% | -55.6% |
| Q3 2018 | $126,000 | +38.5% | 3,733 | +35.4% | 0.01% | +28.6% |
| Q2 2018 | $91,000 | +24.7% | 2,756 | +19.4% | 0.01% | +16.7% |
| Q1 2018 | $73,000 | +121.2% | 2,308 | +120.9% | 0.01% | +100.0% |
| Q4 2017 | $33,000 | +6.5% | 1,045 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $31,000 | – | 1,045 | – | 0.00% | – |
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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% |