ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 118 filers reported holding ISHARES TR in Q3 2021. 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 | 2,252,743 | $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% |