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 | $573,299 | -32.6% | 13,234 | -30.7% | 0.21% | -32.1% |
| Q2 2023 | $850,605 | -67.2% | 19,089 | -69.5% | 0.32% | -77.7% |
| Q1 2023 | $2,593,399 | +34254.2% | 62,582 | -67.7% | 1.41% | -67.8% |
| Q4 2022 | $7,549 | -99.3% | 193,507 | +592.4% | 4.39% | +695.8% |
| Q3 2022 | $1,012,000 | -55.8% | 27,948 | -53.7% | 0.55% | -45.9% |
| Q2 2022 | $2,289,000 | +7.8% | 60,391 | +26.4% | 1.02% | +38.9% |
| Q1 2022 | $2,124,000 | +553.5% | 47,762 | +585.3% | 0.74% | +568.2% |
| Q4 2021 | $325,000 | – | 6,970 | – | 0.11% | – |
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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% |