ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 145 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,328 | -2.8% | 400 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $17,824 | +7.5% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $16,576 | +6.2% | 400 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $15,604 | +11.5% | 400 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $14,000 | -6.7% | 400 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $15,000 | -16.7% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $18,000 | -5.3% | 400 | 0.0% | 0.00% | -20.0% |
Q4 2021 | $19,000 | +11.8% | 400 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $17,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $17,000 | +6.2% | 400 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $16,000 | -65.2% | 400 | -67.1% | 0.01% | -68.8% |
Q4 2020 | $46,000 | 0.0% | 1,217 | -12.4% | 0.02% | -11.1% |
Q3 2020 | $46,000 | -2.1% | 1,390 | -8.1% | 0.02% | -10.0% |
Q2 2020 | $47,000 | +17.5% | 1,512 | +0.3% | 0.02% | 0.0% |
Q1 2020 | $40,000 | – | 1,508 | – | 0.02% | – |
Download |
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% |