ISHARES TR's ticker is LRGF and the CUSIP is 46434V282. A total of 121 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 2,193,534 | $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% |