ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 115 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $413,662 | +7.7% | 10,604 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $384,000 | +2.4% | 10,604 | +7.2% | 0.01% | +14.3% |
| Q2 2022 | $375,000 | -5.8% | 9,893 | +10.5% | 0.01% | 0.0% |
| Q1 2022 | $398,000 | -4.3% | 8,953 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $416,000 | +10.3% | 8,953 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $377,000 | +8.6% | 8,953 | +5.0% | 0.01% | 0.0% |
| Q1 2021 | $347,000 | +8.1% | 8,528 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $321,000 | +13.0% | 8,528 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $284,000 | +7.2% | 8,528 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $265,000 | +32.5% | 8,528 | +12.6% | 0.01% | 0.0% |
| Q1 2020 | $200,000 | -39.2% | 7,575 | -20.5% | 0.01% | -14.3% |
| Q4 2019 | $329,000 | +7.9% | 9,530 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $305,000 | +1.0% | 9,530 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $302,000 | +2.4% | 9,530 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $295,000 | +11.3% | 9,530 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $265,000 | – | 9,530 | – | 0.01% | – |
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% |