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% | – |
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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% |