ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,139 | -4.4% | 1,273 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $57,653 | +9.2% | 1,294 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $52,781 | -79.7% | 1,293 | -78.7% | 0.01% | -83.0% |
| Q3 2021 | $260,000 | 0.0% | 6,084 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $260,000 | +5.3% | 6,084 | +0.0% | 0.05% | -4.1% |
| Q1 2021 | $247,000 | +7.9% | 6,081 | +0.0% | 0.05% | +4.3% |
| Q4 2020 | $229,000 | +12.8% | 6,078 | -0.7% | 0.05% | -16.1% |
| Q3 2020 | $203,000 | – | 6,119 | – | 0.06% | – |
Download | ||||||
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% |