ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,334 | -2.8% | 1,185 | 0.0% | 0.00% | – |
| Q2 2023 | $52,804 | +7.5% | 1,185 | 0.0% | 0.00% | – |
| Q1 2023 | $49,106 | +6.2% | 1,185 | 0.0% | 0.00% | – |
| Q4 2022 | $46,227 | +7.5% | 1,185 | 0.0% | 0.00% | – |
| Q3 2022 | $43,000 | -4.4% | 1,185 | 0.0% | 0.00% | – |
| Q2 2022 | $45,000 | -15.1% | 1,185 | 0.0% | 0.00% | – |
| Q1 2022 | $53,000 | -3.6% | 1,185 | 0.0% | 0.00% | – |
| Q4 2021 | $55,000 | +10.0% | 1,185 | 0.0% | 0.00% | – |
| Q3 2021 | $50,000 | -2.0% | 1,185 | 0.0% | 0.00% | – |
| Q2 2021 | $51,000 | +6.2% | 1,185 | 0.0% | 0.00% | – |
| Q1 2021 | $48,000 | -77.4% | 1,185 | -79.0% | 0.00% | -100.0% |
| Q4 2020 | $212,000 | +190.4% | 5,635 | +157.9% | 0.00% | – |
| Q3 2020 | $73,000 | -40.2% | 2,185 | -44.4% | 0.00% | -100.0% |
| Q2 2020 | $122,000 | -16.4% | 3,931 | -28.8% | 0.00% | 0.0% |
| Q1 2020 | $146,000 | -71.8% | 5,524 | -63.2% | 0.00% | -66.7% |
| Q4 2019 | $518,000 | +7.9% | 15,024 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $480,000 | -23.2% | 15,024 | -23.6% | 0.00% | -25.0% |
| Q2 2019 | $625,000 | +2.5% | 19,669 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $610,000 | – | 19,669 | – | 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% |