ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $365,924 | +4.8% | 14,755 | +7.2% | 0.01% | +14.3% |
Q2 2023 | $349,091 | +2.8% | 13,760 | +2.4% | 0.01% | 0.0% |
Q1 2023 | $339,730 | +5.1% | 13,444 | +2.3% | 0.01% | 0.0% |
Q4 2022 | $323,277 | -2.3% | 13,136 | -5.2% | 0.01% | 0.0% |
Q3 2022 | $331,000 | -21.4% | 13,857 | -19.0% | 0.01% | -12.5% |
Q2 2022 | $421,000 | -14.9% | 17,103 | -4.2% | 0.01% | 0.0% |
Q1 2022 | $495,000 | +9.0% | 17,848 | +17.7% | 0.01% | +33.3% |
Q4 2021 | $454,000 | +21.4% | 15,165 | +22.2% | 0.01% | 0.0% |
Q3 2021 | $374,000 | +37.0% | 12,405 | +36.1% | 0.01% | +50.0% |
Q2 2021 | $273,000 | +106.8% | 9,113 | +102.5% | 0.00% | +100.0% |
Q1 2021 | $132,000 | – | 4,501 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sunbelt Securities, Inc. | 2,886,193 | $74,682,000 | 3.20% |
Insight Wealth Partners, LLC | 95,866 | $2,151,000 | 2.80% |
BHF RG Capital Inc. | 58,309 | $1,308,000 | 1.73% |
CreativeOne Wealth, LLC | 367,721 | $8,252,000 | 1.58% |
GeoWealth Management, LLC | 98,194 | $2,203,000 | 1.56% |
CWM, LLC | 5,000,710 | $149,821,000 | 1.19% |
Cardan Capital Partners, LLC | 257,762 | $5,784,000 | 0.96% |
Foresight Wealth Management, LLC | 37,792 | $848,000 | 0.58% |
Redhawk Wealth Advisors, Inc. | 46,333 | $1,040,000 | 0.47% |
Advisory Resource Group | 19,510 | $438,000 | 0.34% |