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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $210,420 | -81.6% | 5,394 | -82.9% | 0.08% | -83.0% |
| Q3 2022 | $1,142,000 | +405.3% | 31,522 | +429.1% | 0.44% | +418.8% |
| Q2 2022 | $226,000 | -16.3% | 5,958 | -2.0% | 0.08% | -3.4% |
| Q1 2022 | $270,000 | -28.9% | 6,079 | -25.6% | 0.09% | -29.0% |
| Q4 2021 | $380,000 | +12.4% | 8,167 | +2.0% | 0.12% | +24.0% |
| Q3 2021 | $338,000 | -0.9% | 8,010 | +0.5% | 0.10% | -1.0% |
| Q2 2021 | $341,000 | -24.2% | 7,972 | -28.0% | 0.10% | -34.4% |
| Q1 2021 | $450,000 | -8.0% | 11,071 | -14.8% | 0.15% | -12.0% |
| Q4 2020 | $489,000 | +3.4% | 12,991 | -8.7% | 0.18% | -9.8% |
| Q3 2020 | $473,000 | +0.4% | 14,232 | -6.2% | 0.19% | -24.5% |
| Q2 2020 | $471,000 | +7.5% | 15,165 | -8.4% | 0.26% | -15.5% |
| Q1 2020 | $438,000 | – | 16,563 | – | 0.30% | – |
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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% |