ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,000 | -59.1% | 14,998 | -58.1% | 0.00% | -50.0% |
| Q2 2023 | $909,467 | +141561.5% | 35,837 | +41.0% | 0.00% | 0.0% |
| Q1 2023 | $642 | -18.0% | 25,412 | -20.1% | 0.00% | -33.3% |
| Q4 2022 | $783 | -99.6% | 31,797 | +277.7% | 0.00% | +200.0% |
| Q3 2022 | $201,000 | -58.6% | 8,418 | -57.3% | 0.00% | -50.0% |
| Q2 2022 | $486,000 | -15.8% | 19,720 | -5.2% | 0.00% | 0.0% |
| Q1 2022 | $577,000 | -1.0% | 20,791 | +6.9% | 0.00% | 0.0% |
| Q4 2021 | $583,000 | +77.2% | 19,457 | +78.1% | 0.00% | 0.0% |
| Q3 2021 | $329,000 | +0.6% | 10,927 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $327,000 | +3.5% | 10,927 | +1.2% | 0.00% | 0.0% |
| Q1 2021 | $316,000 | – | 10,796 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 980,911 | $24,150,000 | 8.35% |
| KRAEMATON INVESTMENT ADVISORS, INC | 145,857 | $3,591,000 | 4.16% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 497,988 | $12,260,000 | 3.79% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,106 | $6,330,000 | 3.77% |
| Intelligence Driven Advisers, LLC | 659,130 | $16,208,000 | 3.18% |
| Lineweaver Wealth Advisors, LLC | 384,422 | $9,464,000 | 3.12% |
| Copperleaf Capital, LLC | 124,450 | $3,064,000 | 3.10% |
| Tri-Star Advisors Inc. | 253,588 | $6,274,000 | 3.03% |
| Insight Wealth Partners, LLC | 150,895 | $3,715,000 | 2.79% |
| Horst & Graben Wealth Management LLC | 391,894 | $9,648,000 | 2.62% |