ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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% |