ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $478 | -2.8% | 11,034 | 0.0% | 0.07% | -1.4% |
Q2 2023 | $492 | +7.7% | 11,034 | +0.0% | 0.07% | -1.3% |
Q1 2023 | $457 | +6.3% | 11,032 | +0.0% | 0.08% | 0.0% |
Q4 2022 | $430 | -99.9% | 11,029 | +21.5% | 0.08% | +17.2% |
Q3 2022 | $329,000 | -4.4% | 9,075 | +0.0% | 0.06% | 0.0% |
Q2 2022 | $344,000 | -16.5% | 9,071 | -2.1% | 0.06% | -5.9% |
Q1 2022 | $412,000 | -6.6% | 9,262 | -2.2% | 0.07% | -4.2% |
Q4 2021 | $441,000 | +10.5% | 9,474 | +0.0% | 0.07% | 0.0% |
Q3 2021 | $399,000 | +11.8% | 9,472 | +13.7% | 0.07% | +10.9% |
Q2 2021 | $357,000 | +5.6% | 8,330 | +0.0% | 0.06% | +3.2% |
Q1 2021 | $338,000 | +7.6% | 8,329 | +0.0% | 0.06% | -10.1% |
Q4 2020 | $314,000 | +17.6% | 8,328 | +3.4% | 0.07% | +3.0% |
Q3 2020 | $267,000 | +29.0% | 8,057 | +21.1% | 0.07% | +21.8% |
Q2 2020 | $207,000 | +29.4% | 6,653 | +13.9% | 0.06% | +10.0% |
Q1 2020 | $160,000 | -29.8% | 5,839 | -11.4% | 0.05% | -13.8% |
Q4 2019 | $228,000 | +470.0% | 6,589 | +425.4% | 0.06% | +427.3% |
Q3 2019 | $40,000 | -24.5% | 1,254 | -24.5% | 0.01% | -26.7% |
Q2 2019 | $53,000 | +341.7% | 1,662 | +236.4% | 0.02% | +150.0% |
Q2 2016 | $12,000 | – | 494 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 2,806,340 | $74,228,000 | 9.92% |
Beirne Wealth Consulting Services, LLC | 325,334 | $8,605,000 | 9.30% |
BALASA DINVERNO & FOLTZ LLC | 1,334,801 | $35,305,000 | 4.44% |
Clearwater Capital Advisors, LLC | 647,127 | $17,117,000 | 3.69% |
Pasadena Private Wealth, LLC | 312,921 | $8,856,000 | 3.65% |
Sterneck Capital Management, LLC | 130,969 | $3,464,000 | 3.49% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 681,287 | $17,148,000 | 3.40% |
Strategic Wealth Management Group, LLC | 164,134 | $4,341,000 | 3.23% |
Stone House Investment Management, LLC | 194,606 | $5,147,000 | 3.01% |
BELLEVUE ASSET MANAGEMENT, LLC | 62,930 | $1,835,000 | 1.90% |