Mount Lucas Management LP - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 283 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mount Lucas Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,207,090
+0.4%
48,673
+2.7%
0.43%
+6.0%
Q2 2023$1,202,208
+34.9%
47,387
+34.3%
0.40%
+71.1%
Q1 2023$891,374
-43.7%
35,274
-33.2%
0.24%
-48.0%
Q4 2021$1,583,00052,8150.45%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders