ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 283 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $488,242 | +50390.4% | 19,321 | -50.8% | 0.12% | -50.4% |
| Q4 2022 | $967 | -99.9% | 39,295 | -29.5% | 0.23% | -32.6% |
| Q3 2022 | $1,332,000 | -8.7% | 55,736 | -6.0% | 0.35% | +0.3% |
| Q2 2022 | $1,459,000 | -25.5% | 59,275 | -16.0% | 0.35% | -5.7% |
| Q1 2022 | $1,959,000 | -8.4% | 70,563 | -1.1% | 0.37% | -3.2% |
| Q4 2021 | $2,138,000 | +12.1% | 71,331 | +12.5% | 0.38% | +2.2% |
| Q3 2021 | $1,908,000 | +13.2% | 63,380 | +12.6% | 0.37% | +14.9% |
| Q2 2021 | $1,686,000 | +82.3% | 56,273 | +77.9% | 0.32% | +68.2% |
| Q1 2021 | $925,000 | – | 31,640 | – | 0.19% | – |
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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% |