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 ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 4,695,500 | $140,677,000 | 8.79% |
| MCMORGAN & CO LLC | 1,114,594 | $33,393,000 | 7.29% |
| ESL Trust Services, LLC | 689,377 | $20,654,000 | 6.14% |
| Williams Financial, LLC | 215,760 | $6,464,000 | 5.25% |
| Intelligence Driven Advisers, LLC | 824,234 | $24,694,000 | 4.80% |
| Tri-Star Advisors Inc. | 339,555 | $10,173,000 | 4.58% |
| Copperleaf Capital, LLC | 134,255 | $4,022,000 | 3.94% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 245,725 | $7,362,000 | 3.24% |
| Systelligence, LLC | 394,427 | $11,817,000 | 3.11% |
| WealthShield Partners, LLC | 552,634 | $16,557,000 | 2.59% |