ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,285,786 | -2.8% | 98,933 | 0.0% | 2.96% | +0.2% |
| Q2 2023 | $4,408,463 | +7.8% | 98,933 | +0.3% | 2.95% | +6.8% |
| Q1 2023 | $4,088,453 | +6.6% | 98,660 | +0.4% | 2.76% | -1.5% |
| Q4 2022 | $3,835,149 | +8.9% | 98,312 | +1.1% | 2.81% | -2.1% |
| Q3 2022 | $3,521,000 | -23.2% | 97,212 | -19.7% | 2.87% | -24.0% |
| Q2 2022 | $4,586,000 | -18.4% | 121,007 | -4.3% | 3.77% | -21.5% |
| Q1 2022 | $5,623,000 | +1.4% | 126,414 | +6.2% | 4.80% | +7.1% |
| Q4 2021 | $5,543,000 | – | 119,046 | – | 4.48% | – |
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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% |