ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 118 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $234,060 | +7.9% | 6,000 | 0.0% | 0.07% | +1.5% |
| Q3 2022 | $217,000 | -4.4% | 6,000 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $227,000 | -15.0% | 6,000 | 0.0% | 0.07% | -5.4% |
| Q1 2022 | $267,000 | -4.3% | 6,000 | 0.0% | 0.07% | -11.9% |
| Q4 2021 | $279,000 | +10.3% | 6,000 | 0.0% | 0.08% | +2.4% |
| Q3 2021 | $253,000 | -1.6% | 6,000 | 0.0% | 0.08% | +17.1% |
| Q2 2021 | $257,000 | +5.3% | 6,000 | 0.0% | 0.07% | +1.4% |
| Q1 2021 | $244,000 | +8.0% | 6,000 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $226,000 | +13.6% | 6,000 | 0.0% | 0.07% | +7.9% |
| Q3 2020 | $199,000 | +7.0% | 6,000 | 0.0% | 0.06% | -3.1% |
| Q2 2020 | $186,000 | +17.0% | 6,000 | 0.0% | 0.06% | -1.5% |
| Q1 2020 | $159,000 | -23.2% | 6,000 | 0.0% | 0.07% | -10.8% |
| Q4 2019 | $207,000 | +7.8% | 6,000 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $192,000 | -0.5% | 6,000 | 0.0% | 0.07% | -7.6% |
| Q2 2019 | $193,000 | +3.8% | 6,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $186,000 | +11.4% | 6,000 | 0.0% | 0.08% | -3.6% |
| Q4 2018 | $167,000 | – | 6,000 | – | 0.08% | – |
Download | ||||||
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% |