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 2020 | $5,398,000 | +4.9% | 173,728 | -10.7% | 2.71% | -9.9% |
Q1 2020 | $5,147,000 | +27.0% | 194,606 | +65.6% | 3.01% | +1.6% |
Q4 2019 | $4,052,000 | +25.4% | 117,505 | +16.1% | 2.96% | +83.7% |
Q3 2019 | $3,232,000 | +0.2% | 101,239 | -0.3% | 1.61% | -4.4% |
Q2 2019 | $3,226,000 | -5.0% | 101,573 | -7.2% | 1.68% | -4.7% |
Q1 2019 | $3,396,000 | +5.7% | 109,445 | -5.1% | 1.77% | -12.9% |
Q4 2018 | $3,214,000 | -20.7% | 115,376 | -4.3% | 2.03% | -12.7% |
Q3 2018 | $4,051,000 | +2.1% | 120,501 | -2.9% | 2.32% | -8.1% |
Q2 2018 | $3,969,000 | -0.3% | 124,142 | -1.8% | 2.53% | -2.2% |
Q1 2018 | $3,981,000 | – | 126,378 | – | 2.59% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Services, Inc, | 2,806,340 | $74,228,000 | 9.92% |
Beirne Wealth Consulting Services, LLC | 325,334 | $8,605,000 | 9.30% |
BALASA DINVERNO & FOLTZ LLC | 1,334,801 | $35,305,000 | 4.44% |
Clearwater Capital Advisors, LLC | 647,127 | $17,117,000 | 3.69% |
Pasadena Private Wealth, LLC | 312,921 | $8,856,000 | 3.65% |
Sterneck Capital Management, LLC | 130,969 | $3,464,000 | 3.49% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 681,287 | $17,148,000 | 3.40% |
Strategic Wealth Management Group, LLC | 164,134 | $4,341,000 | 3.23% |
Stone House Investment Management, LLC | 194,606 | $5,147,000 | 3.01% |
BELLEVUE ASSET MANAGEMENT, LLC | 62,930 | $1,835,000 | 1.90% |