ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 113 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $50,000 | -13.8% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $58,000 | -4.9% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $61,000 | +10.9% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | -1.8% | 1,312 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $56,000 | +5.7% | 1,312 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $53,000 | -57.6% | 1,312 | -60.6% | 0.01% | -61.3% |
| Q4 2020 | $125,000 | -17.8% | 3,327 | -27.4% | 0.03% | -36.7% |
| Q3 2020 | $152,000 | +14.3% | 4,584 | +7.0% | 0.05% | -3.9% |
| Q2 2020 | $133,000 | +56.5% | 4,284 | +33.5% | 0.05% | +30.8% |
| Q1 2020 | $85,000 | -9.6% | 3,210 | +18.1% | 0.04% | +11.4% |
| Q4 2019 | $94,000 | +30.6% | 2,718 | +21.3% | 0.04% | +9.4% |
| Q3 2019 | $72,000 | +22.0% | 2,240 | +21.7% | 0.03% | +28.0% |
| Q2 2019 | $59,000 | +3.5% | 1,841 | 0.0% | 0.02% | -13.8% |
| Q1 2019 | $57,000 | -3.4% | 1,841 | -13.5% | 0.03% | -25.6% |
| Q4 2018 | $59,000 | -21.3% | 2,128 | -5.2% | 0.04% | -13.3% |
| Q3 2018 | $75,000 | – | 2,244 | – | 0.04% | – |
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% |