ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $56,032 | +885.6% | 1,547 | +931.3% | 0.00% | – |
| Q2 2022 | $5,685 | -14.8% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $6,672 | -4.5% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $6,984 | +10.5% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $6,321 | -1.6% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $6,425 | +5.4% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $6,096 | +7.9% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $5,651 | +13.5% | 150 | 0.0% | 0.00% | – |
| Q3 2020 | $4,980 | +6.8% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $4,661 | +17.5% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $3,968 | -23.3% | 150 | 0.0% | 0.00% | – |
| Q4 2019 | $5,172 | +8.0% | 150 | 0.0% | 0.00% | – |
| Q3 2019 | $4,788 | -59.1% | 150 | -59.3% | 0.00% | -100.0% |
| Q2 2019 | $11,719 | +2.3% | 369 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,450 | +11.4% | 369 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,280 | -49.4% | 369 | -38.9% | 0.00% | -50.0% |
| Q3 2018 | $20,306 | +5.2% | 604 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $19,310 | +308.7% | 604 | +302.7% | 0.00% | +200.0% |
| Q1 2018 | $4,725 | -0.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,769 | – | 150 | – | 0.00% | – |
Download | ||||||
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% |