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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,037,000 | – | 77,717 | – | 0.31% | – |
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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% |