ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 26 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $437,000 | -33.8% | 18,868 | -23.5% | 0.00% | -40.0% |
| Q3 2019 | $660,000 | +403.8% | 24,648 | +400.9% | 0.01% | +400.0% |
| Q2 2019 | $131,000 | +162.0% | 4,921 | +159.3% | 0.00% | – |
| Q1 2019 | $50,000 | +35.1% | 1,898 | +23.4% | 0.00% | – |
| Q4 2018 | $37,000 | -56.0% | 1,538 | -51.3% | 0.00% | -100.0% |
| Q3 2018 | $84,000 | +47.4% | 3,160 | +47.0% | 0.00% | 0.0% |
| Q2 2018 | $57,000 | 0.0% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $57,000 | -1.7% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $58,000 | -7.9% | 2,150 | -4.2% | 0.00% | 0.0% |
| Q3 2017 | $63,000 | -79.6% | 2,245 | -80.1% | 0.00% | -75.0% |
| Q2 2017 | $309,000 | +12.8% | 11,298 | +13.1% | 0.00% | +33.3% |
| Q1 2017 | $274,000 | +914.8% | 9,986 | +879.0% | 0.00% | – |
| Q4 2016 | $27,000 | – | 1,020 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 1,001,988 | $25,320,240 | 8.20% |
| KRAEMATON INVESTMENT ADVISORS, INC | 138,984 | $3,512,136 | 4.06% |
| Asset Allocation Strategies LLC | 52,892 | $1,336,584 | 3.85% |
| CLIENT 1ST ADVISORY GROUP, LLC | 204,641 | $5,171,288 | 2.80% |
| MATHER GROUP, LLC. | 5,611,481 | $141,802,124 | 2.52% |
| HF Advisory Group, LLC | 111,683 | $2,822,233 | 2.50% |
| CONTINUUM WEALTH ADVISORS, LLC | 106,352 | $2,687,515 | 2.19% |
| CAPITAL WEALTH MANAGEMENT, LLC | 128,104 | $3,237,188 | 1.86% |
| FORTE ASSET MANAGEMENT LLC | 78,000 | $1,971,060 | 1.30% |
| CALIBER WEALTH MANAGEMENT, LLC | 62,860 | $1,588,470 | 1.19% |