ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,927 | -1.0% | 9,832 | +1.8% | 0.12% | -8.7% |
| Q2 2023 | $430,224 | +5.5% | 9,655 | -1.9% | 0.13% | +13.4% |
| Q1 2023 | $407,792 | +7.3% | 9,840 | +1.0% | 0.11% | +1.8% |
| Q4 2022 | $379,977 | +10.1% | 9,740 | +2.1% | 0.11% | -3.5% |
| Q3 2022 | $345,000 | -2.3% | 9,540 | +2.2% | 0.11% | 0.0% |
| Q2 2022 | $353,000 | -33.5% | 9,337 | -21.9% | 0.11% | -27.8% |
| Q1 2022 | $531,000 | +42.7% | 11,950 | +49.2% | 0.16% | +36.2% |
| Q4 2021 | $372,000 | +8.8% | 8,009 | 0.0% | 0.12% | +1.8% |
| Q3 2021 | $342,000 | +0.6% | 8,009 | +0.7% | 0.11% | -2.6% |
| Q2 2021 | $340,000 | +6.6% | 7,955 | +1.3% | 0.12% | -7.1% |
| Q1 2021 | $319,000 | -31.4% | 7,852 | -36.5% | 0.13% | -38.5% |
| Q4 2020 | $465,000 | – | 12,359 | – | 0.20% | – |
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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% |