ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 147 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 2,193,534 | $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% |