ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 85 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $947,000 | -31.0% | 30,487 | -41.2% | 0.03% | -46.0% |
| Q1 2020 | $1,372,000 | -62.9% | 51,853 | -51.6% | 0.06% | -56.6% |
| Q4 2019 | $3,695,000 | +5.4% | 107,178 | -2.4% | 0.14% | -4.6% |
| Q3 2019 | $3,505,000 | -9.8% | 109,816 | -10.3% | 0.15% | -9.5% |
| Q2 2019 | $3,886,000 | +12.9% | 122,365 | +10.3% | 0.17% | +8.4% |
| Q1 2019 | $3,443,000 | +30.7% | 110,947 | +17.3% | 0.16% | +14.0% |
| Q4 2018 | $2,635,000 | -4.0% | 94,567 | +15.9% | 0.14% | +10.6% |
| Q3 2018 | $2,744,000 | +57.0% | 81,627 | +49.3% | 0.12% | +57.7% |
| Q2 2018 | $1,748,000 | -19.7% | 54,672 | -20.9% | 0.08% | -15.2% |
| Q1 2018 | $2,178,000 | +51.0% | 69,147 | +52.4% | 0.09% | +41.5% |
| Q4 2017 | $1,442,000 | +24.8% | 45,372 | +17.6% | 0.06% | +18.2% |
| Q3 2017 | $1,155,000 | +41.2% | 38,582 | +35.4% | 0.06% | +31.0% |
| Q2 2017 | $818,000 | – | 28,503 | – | 0.04% | – |
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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% |