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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $594,000 | +2.9% | 17,239 | -4.6% | 0.00% | 0.0% |
| Q3 2019 | $577,000 | -82.5% | 18,071 | -82.6% | 0.00% | -84.0% |
| Q2 2019 | $3,305,000 | -6.6% | 104,081 | -8.7% | 0.02% | -13.8% |
| Q1 2019 | $3,538,000 | +0.5% | 113,999 | -9.8% | 0.03% | -17.1% |
| Q4 2018 | $3,522,000 | +21.2% | 126,393 | +46.2% | 0.04% | +20.7% |
| Q3 2018 | $2,906,000 | +19.9% | 86,453 | +14.1% | 0.03% | -12.1% |
| Q2 2018 | $2,423,000 | -7.7% | 75,777 | -9.0% | 0.03% | -8.3% |
| Q1 2018 | $2,624,000 | +10.1% | 83,303 | +11.1% | 0.04% | +12.5% |
| Q4 2017 | $2,384,000 | +32.2% | 75,000 | +24.5% | 0.03% | +14.3% |
| Q3 2017 | $1,803,000 | +63.8% | 60,238 | +57.2% | 0.03% | +47.4% |
| Q2 2017 | $1,101,000 | +10.8% | 38,328 | +7.8% | 0.02% | -5.0% |
| Q1 2017 | $994,000 | +45.3% | 35,559 | +39.0% | 0.02% | +33.3% |
| Q4 2016 | $684,000 | -39.2% | 25,583 | -42.6% | 0.02% | -44.4% |
| Q3 2016 | $1,125,000 | +2.1% | 44,598 | -2.1% | 0.03% | -6.9% |
| Q2 2016 | $1,102,000 | – | 45,543 | – | 0.03% | – |
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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% |