ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 113 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $24,000 | -4.0% | 667 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 667 | +0.5% | 0.02% | -6.2% |
| Q1 2022 | $30,000 | -3.2% | 664 | +0.3% | 0.02% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 662 | +0.8% | 0.02% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 657 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 657 | +0.5% | 0.02% | -5.9% |
| Q1 2021 | $27,000 | +8.0% | 654 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $25,000 | +13.6% | 654 | +0.2% | 0.02% | +6.7% |
| Q3 2020 | $22,000 | +10.0% | 653 | +0.5% | 0.02% | +7.1% |
| Q2 2020 | $20,000 | +17.6% | 650 | +0.9% | 0.01% | +16.7% |
| Q1 2020 | $17,000 | -22.7% | 644 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $22,000 | – | 644 | – | 0.01% | – |
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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% |