ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 103 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $367,000 | +18.4% | 11,567 | +15.7% | 0.08% | +5.3% |
| Q1 2019 | $310,000 | +11.5% | 9,996 | 0.0% | 0.08% | -7.3% |
| Q4 2018 | $278,000 | -5.8% | 9,996 | +13.6% | 0.08% | +13.9% |
| Q3 2018 | $295,000 | +26.6% | 8,796 | +20.3% | 0.07% | +16.1% |
| Q2 2018 | $233,000 | +12.6% | 7,310 | +11.1% | 0.06% | -3.1% |
| Q1 2018 | $207,000 | – | 6,580 | – | 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% |