ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 23 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,008,100 | -42.5% | 23,271 | -40.8% | 0.00% | -100.0% |
| Q2 2023 | $1,752,990 | +126.3% | 39,340 | +110.5% | 0.00% | – |
| Q1 2023 | $774,555 | -46.0% | 18,691 | -49.2% | 0.00% | -100.0% |
| Q4 2022 | $1,435,529 | +493.2% | 36,799 | +451.0% | 0.00% | – |
| Q3 2022 | $242,000 | -47.0% | 6,678 | -44.6% | 0.00% | – |
| Q2 2022 | $457,000 | +92.8% | 12,060 | +137.4% | 0.00% | – |
| Q4 2021 | $237,000 | -65.7% | 5,081 | -69.0% | 0.00% | – |
| Q3 2021 | $691,000 | -30.3% | 16,392 | -45.1% | 0.00% | -100.0% |
| Q3 2020 | $992,000 | -46.9% | 29,868 | -50.4% | 0.00% | 0.0% |
| Q2 2020 | $1,869,000 | +510.8% | 60,169 | +420.5% | 0.00% | – |
| Q1 2020 | $306,000 | -92.9% | 11,559 | -91.4% | 0.00% | -100.0% |
| Q3 2019 | $4,313,000 | +460.1% | 135,128 | +457.7% | 0.01% | +600.0% |
| Q2 2019 | $770,000 | -82.8% | 24,231 | -83.2% | 0.00% | -85.7% |
| Q1 2019 | $4,473,000 | +33.8% | 144,159 | +45.0% | 0.01% | 0.0% |
| Q3 2018 | $3,344,000 | +368.3% | 99,444 | +345.6% | 0.01% | +250.0% |
| Q2 2018 | $714,000 | +4.5% | 22,318 | +3.8% | 0.00% | 0.0% |
| Q4 2017 | $683,000 | -84.1% | 21,494 | -85.0% | 0.00% | -85.7% |
| Q3 2017 | $4,288,000 | +96.6% | 143,262 | +88.5% | 0.01% | +75.0% |
| Q2 2017 | $2,181,000 | +123.2% | 75,996 | +107.9% | 0.01% | +100.0% |
| Q4 2016 | $977,000 | – | 36,557 | – | 0.00% | – |
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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% |