ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $306,211 | -55.9% | 12,070 | -56.1% | 0.06% | -53.5% |
| Q1 2023 | $694,642 | -14.9% | 27,489 | -17.1% | 0.13% | -15.3% |
| Q4 2022 | $815,871 | -40.9% | 33,152 | -42.6% | 0.15% | -49.5% |
| Q3 2022 | $1,381,000 | -5.4% | 57,782 | -2.6% | 0.30% | -0.3% |
| Q2 2022 | $1,460,000 | -9.8% | 59,314 | +1.8% | 0.30% | +7.2% |
| Q1 2022 | $1,618,000 | -0.3% | 58,291 | +7.6% | 0.28% | +5.7% |
| Q4 2021 | $1,623,000 | +7.8% | 54,150 | +8.3% | 0.26% | -8.7% |
| Q3 2021 | $1,505,000 | +120.7% | 49,980 | +119.5% | 0.29% | +85.8% |
| Q2 2021 | $682,000 | +78.5% | 22,771 | +74.4% | 0.16% | +68.5% |
| Q1 2021 | $382,000 | +78.5% | 13,060 | +80.8% | 0.09% | +80.4% |
| Q4 2020 | $214,000 | – | 7,224 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 1,001,988 | $25,320,240 | 8.20% |
| KRAEMATON INVESTMENT ADVISORS, INC | 138,984 | $3,512,136 | 4.06% |
| Asset Allocation Strategies LLC | 52,892 | $1,336,584 | 3.85% |
| CLIENT 1ST ADVISORY GROUP, LLC | 204,641 | $5,171,288 | 2.80% |
| MATHER GROUP, LLC. | 5,611,481 | $141,802,124 | 2.52% |
| HF Advisory Group, LLC | 111,683 | $2,822,233 | 2.50% |
| CONTINUUM WEALTH ADVISORS, LLC | 106,352 | $2,687,515 | 2.19% |
| CAPITAL WEALTH MANAGEMENT, LLC | 128,104 | $3,237,188 | 1.86% |
| FORTE ASSET MANAGEMENT LLC | 78,000 | $1,971,060 | 1.30% |
| CALIBER WEALTH MANAGEMENT, LLC | 62,860 | $1,588,470 | 1.19% |