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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $472,559 | +7.5% | 10,605 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $439,471 | -40.3% | 10,605 | -43.8% | 0.06% | -42.5% |
| Q4 2022 | $736,391 | -95.3% | 18,877 | -95.6% | 0.11% | -96.3% |
| Q3 2022 | $15,702,000 | -0.6% | 433,525 | +4.0% | 3.03% | +1.6% |
| Q2 2022 | $15,796,000 | -3.9% | 416,786 | +12.7% | 2.98% | +0.8% |
| Q1 2022 | $16,444,000 | +16.7% | 369,686 | +22.2% | 2.96% | +10.1% |
| Q4 2021 | $14,088,000 | +40.0% | 302,575 | +26.7% | 2.69% | +20.3% |
| Q3 2021 | $10,063,000 | +12.9% | 238,805 | +14.8% | 2.23% | -5.4% |
| Q2 2021 | $8,910,000 | +1.2% | 208,024 | -3.9% | 2.36% | -26.0% |
| Q1 2021 | $8,802,000 | +24.6% | 216,576 | +15.5% | 3.19% | +7.4% |
| Q4 2020 | $7,062,000 | +44.2% | 187,473 | +27.1% | 2.97% | +12.0% |
| Q3 2020 | $4,898,000 | +39.5% | 147,516 | +30.6% | 2.66% | +6.2% |
| Q2 2020 | $3,510,000 | +101.3% | 112,957 | +71.3% | 2.50% | +109.0% |
| Q1 2020 | $1,744,000 | +94.4% | 65,929 | +153.3% | 1.20% | +117.2% |
| Q4 2019 | $897,000 | – | 26,023 | – | 0.55% | – |
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% |