ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 71 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,967,000 | +7.8% | 57,041 | -0.2% | 1.15% | -21.4% |
| Q3 2019 | $1,824,000 | -3.6% | 57,160 | -4.1% | 1.46% | -6.4% |
| Q2 2019 | $1,892,000 | +0.7% | 59,574 | -1.6% | 1.56% | -4.8% |
| Q1 2019 | $1,879,000 | -1.5% | 60,544 | -11.5% | 1.64% | -16.9% |
| Q4 2018 | $1,907,000 | -19.1% | 68,435 | -2.4% | 1.98% | -7.7% |
| Q3 2018 | $2,357,000 | -0.1% | 70,116 | -5.0% | 2.14% | +1.2% |
| Q2 2018 | $2,360,000 | -9.8% | 73,816 | -11.1% | 2.12% | -20.5% |
| Q1 2018 | $2,616,000 | -15.2% | 83,042 | -14.4% | 2.66% | -44.6% |
| Q4 2017 | $3,086,000 | – | 97,065 | – | 4.80% | – |
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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% |