ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 153 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $117,872 | +7.5% | 2,721 | +10.6% | 0.00% | – |
Q2 2023 | $109,660 | -77.3% | 2,461 | -78.9% | 0.00% | – |
Q1 2023 | $482,566 | +112.8% | 11,644 | +100.3% | 0.00% | – |
Q4 2022 | $226,823 | -4.3% | 5,814 | -11.2% | 0.00% | – |
Q3 2022 | $237,000 | +10.2% | 6,544 | +15.5% | 0.00% | – |
Q2 2022 | $215,000 | +87.0% | 5,668 | +119.7% | 0.00% | – |
Q1 2022 | $115,000 | +310.7% | 2,580 | +329.3% | 0.00% | – |
Q4 2021 | $28,000 | +3.7% | 601 | -5.2% | 0.00% | – |
Q3 2021 | $27,000 | +2600.0% | 634 | +3422.2% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 18 | +5.9% | 0.00% | – |
Q1 2021 | $1,000 | -75.0% | 17 | -83.2% | 0.00% | – |
Q4 2020 | $4,000 | -60.0% | 101 | -67.8% | 0.00% | – |
Q3 2020 | $10,000 | +11.1% | 314 | +2.6% | 0.00% | – |
Q2 2020 | $9,000 | +12.5% | 306 | +0.3% | 0.00% | – |
Q1 2020 | $8,000 | -68.0% | 305 | -57.9% | 0.00% | – |
Q4 2019 | $25,000 | +8.7% | 724 | +0.1% | 0.00% | – |
Q3 2019 | $23,000 | -28.1% | 723 | -29.0% | 0.00% | – |
Q2 2019 | $32,000 | -11.1% | 1,019 | -11.8% | 0.00% | – |
Q1 2019 | $36,000 | -21.7% | 1,155 | -30.0% | 0.00% | – |
Q4 2018 | $46,000 | +84.0% | 1,651 | +122.8% | 0.00% | – |
Q3 2018 | $25,000 | – | 741 | – | 0.00% | – |
Download |
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% |