J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 219 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,143,051
-68.1%
45,234
-62.1%
0.08%
-65.2%
Q4 2021$3,581,000
+2.5%
119,484
+2.5%
0.23%
-15.3%
Q2 2021$3,492,000
+2.8%
116,541
+0.3%
0.28%
-15.9%
Q1 2021$3,397,000
+7.8%
116,170
+8.5%
0.33%0.0%
Q4 2020$3,150,000
+54.6%
107,059
+37.8%
0.33%
+6.9%
Q2 2020$2,037,00077,7170.31%
Other shareholders
ISHARES TR shareholders Q1 2021
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