ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $123,000 | -14.6% | 3,239 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $144,000 | -4.6% | 3,239 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $151,000 | +11.0% | 3,239 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $136,000 | -2.2% | 3,239 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $139,000 | +5.3% | 3,239 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $132,000 | +8.2% | 3,239 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $122,000 | – | 3,239 | – | 0.02% | – |
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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% |