ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 112 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $420,000 | -11.8% | 13,448 | -25.8% | 0.13% | -27.2% |
| Q1 2020 | $476,000 | -26.8% | 18,118 | -3.6% | 0.17% | -6.0% |
| Q4 2019 | $650,000 | +6.7% | 18,794 | -1.1% | 0.18% | -2.1% |
| Q3 2019 | $609,000 | -2.9% | 19,011 | -2.9% | 0.19% | +4.4% |
| Q2 2019 | $627,000 | -1.3% | 19,583 | -4.2% | 0.18% | -4.8% |
| Q1 2019 | $635,000 | +150.0% | 20,441 | +123.8% | 0.19% | +130.5% |
| Q4 2018 | $254,000 | -15.3% | 9,135 | +2.3% | 0.08% | -5.7% |
| Q3 2018 | $300,000 | – | 8,932 | – | 0.09% | – |
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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% |