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 | $5,259,023 | -9.2% | 120,862 | -7.0% | 3.53% | -5.9% |
| Q2 2023 | $5,789,224 | -3.1% | 129,920 | -9.9% | 3.75% | -5.0% |
| Q1 2023 | $5,975,653 | -14.3% | 144,200 | -19.3% | 3.95% | -13.1% |
| Q4 2022 | $6,970,309 | +10.8% | 178,680 | +2.9% | 4.54% | +8.9% |
| Q3 2022 | $6,290,000 | -7.3% | 173,659 | -3.0% | 4.17% | -11.2% |
| Q2 2022 | $6,786,000 | – | 179,038 | – | 4.70% | – |
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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% |