ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 145 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,865 | +22.7% | 14,863 | +26.2% | 0.32% | +15.1% |
| Q2 2023 | $524,783 | -14.7% | 11,777 | -20.7% | 0.28% | -21.0% |
| Q1 2023 | $615,052 | +18.8% | 14,842 | +11.9% | 0.35% | +0.3% |
| Q4 2022 | $517,546 | +7.6% | 13,267 | 0.0% | 0.35% | -5.6% |
| Q3 2022 | $481,000 | -5.7% | 13,267 | -1.3% | 0.37% | -5.1% |
| Q2 2022 | $510,000 | -15.3% | 13,448 | -0.7% | 0.39% | -12.7% |
| Q1 2022 | $602,000 | -22.8% | 13,537 | -19.2% | 0.45% | -28.8% |
| Q4 2021 | $780,000 | – | 16,757 | – | 0.63% | – |
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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% |