ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,237,573 | +36.7% | 31,725 | +27.0% | 0.44% | +28.9% |
| Q3 2022 | $905,000 | +203.7% | 24,990 | +272.5% | 0.34% | +245.9% |
| Q1 2022 | $298,000 | -7.2% | 6,709 | -2.6% | 0.10% | +4.3% |
| Q4 2021 | $321,000 | +23.5% | 6,888 | +11.7% | 0.09% | -4.1% |
| Q3 2021 | $260,000 | +3.2% | 6,166 | +4.7% | 0.10% | -8.4% |
| Q2 2021 | $252,000 | +12.0% | 5,891 | +6.3% | 0.11% | +2.9% |
| Q1 2021 | $225,000 | +800.0% | 5,544 | +634.3% | 0.10% | +447.4% |
| Q3 2020 | $25,000 | – | 755 | – | 0.02% | – |
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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% |