ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 138 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $96,040 | -10.3% | 2,217 | -7.8% | 0.06% | -3.0% |
Q2 2023 | $107,122 | +7.5% | 2,404 | 0.0% | 0.07% | -1.5% |
Q1 2023 | $99,621 | -0.5% | 2,404 | -7.2% | 0.07% | -11.7% |
Q4 2022 | $100,078 | -35.0% | 2,590 | -37.7% | 0.08% | -35.8% |
Q3 2022 | $154,000 | -3.1% | 4,159 | 0.0% | 0.12% | +4.3% |
Q2 2022 | $159,000 | -20.1% | 4,159 | -6.2% | 0.12% | -5.7% |
Q1 2022 | $199,000 | -89.7% | 4,433 | -89.3% | 0.12% | -89.3% |
Q4 2021 | $1,930,000 | +9.7% | 41,443 | +0.2% | 1.14% | +5.6% |
Q3 2021 | $1,760,000 | +0.8% | 41,347 | +1.4% | 1.08% | +1.1% |
Q2 2021 | $1,746,000 | +2.6% | 40,770 | -2.4% | 1.06% | +0.9% |
Q1 2021 | $1,702,000 | -47.1% | 41,786 | -49.2% | 1.06% | -46.4% |
Q4 2020 | $3,220,000 | +37.4% | 82,258 | +16.5% | 1.97% | +20.2% |
Q3 2020 | $2,344,000 | +15.5% | 70,604 | +8.0% | 1.64% | -21.4% |
Q2 2020 | $2,030,000 | +10.6% | 65,344 | +3.8% | 2.08% | +9.4% |
Q1 2020 | $1,835,000 | -16.9% | 62,930 | -1.7% | 1.90% | +11.9% |
Q4 2019 | $2,207,000 | – | 64,001 | – | 1.70% | – |
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% |