ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 146 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735,054 | -6.2% | 16,968 | -3.5% | 0.29% | -10.7% |
| Q2 2023 | $783,276 | +7.2% | 17,578 | -0.3% | 0.33% | +9.7% |
| Q1 2023 | $730,504 | -57.8% | 17,628 | -60.2% | 0.30% | -56.8% |
| Q4 2022 | $1,729,664 | -17.8% | 44,339 | -23.7% | 0.69% | -40.4% |
| Q3 2022 | $2,104,128 | -9.0% | 58,093 | -4.7% | 1.16% | -9.8% |
| Q2 2022 | $2,311,369 | -18.4% | 60,986 | -4.2% | 1.29% | +2.9% |
| Q1 2022 | $2,831,285 | -7.5% | 63,653 | -3.2% | 1.25% | +7.8% |
| Q4 2021 | $3,060,528 | – | 65,733 | – | 1.16% | – |
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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% |