ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $285,000 | +6.7% | 8,597 | 0.0% | 0.07% | -5.6% |
Q2 2020 | $267,000 | -89.0% | 8,597 | -90.7% | 0.07% | -91.2% |
Q1 2020 | $2,435,000 | -64.9% | 92,075 | -54.2% | 0.80% | -62.2% |
Q4 2019 | $6,937,000 | -11.7% | 201,176 | -18.3% | 2.13% | -18.6% |
Q3 2019 | $7,857,000 | -9.0% | 246,149 | -9.4% | 2.62% | -11.9% |
Q2 2019 | $8,631,000 | -18.9% | 271,760 | -20.8% | 2.97% | -18.6% |
Q1 2019 | $10,646,000 | +32.7% | 343,072 | +19.2% | 3.65% | -3.3% |
Q4 2018 | $8,021,000 | -38.9% | 287,913 | -26.2% | 3.77% | -7.7% |
Q3 2018 | $13,118,000 | – | 390,194 | – | 4.09% | – |
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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% |