Farther Finance Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 154 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Farther Finance Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,563,241
+22.9%
128,422
+26.4%
0.87%
-11.7%
Q2 2023$4,527,608
+41.2%
101,607
+31.3%
0.99%
+5.4%
Q1 2023$3,205,923
+48.8%
77,363
+40.1%
0.94%
+12.3%
Q4 2022$2,154,44455,2280.84%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BALASA DINVERNO & FOLTZ LLC 2,193,534$61,112,0007.67%
Sterneck Capital Management, LLC 149,580$4,167,0004.06%
Lucia Wealth Services, LLC 287,913$8,021,0003.77%
Strategic Wealth Management Group, LLC 122,547$3,414,0003.28%
Retirement Planning Group, LLC 352,240$9,813,0002.62%
SigFig Wealth Management, LLC 401,072$11,070,0002.36%
Stone House Investment Management, LLC 115,376$3,214,0002.03%
Smart Money Group LLC 68,435$1,907,0001.98%
PHILLIPS FINANCIAL MANAGEMENT, LLC 302,408$8,425,0001.80%
LifePlan Financial Group, Inc 96,389$2,685,0001.68%
View complete list of ISHARES TR shareholders