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 ↓
Angeles Investment Advisors, LLC 4,695,500$140,677,0008.79%
MCMORGAN & CO LLC 1,114,594$33,393,0007.29%
ESL Trust Services, LLC 689,377$20,654,0006.14%
Williams Financial, LLC 215,760$6,464,0005.25%
Intelligence Driven Advisers, LLC 824,234$24,694,0004.80%
Tri-Star Advisors Inc. 339,555$10,173,0004.58%
Copperleaf Capital, LLC 134,255$4,022,0003.94%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 245,725$7,362,0003.24%
Systelligence, LLC 394,427$11,817,0003.11%
WealthShield Partners, LLC 552,634$16,557,0002.59%
View complete list of ISHARES TR shareholders