ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,922 | +122.0% | 763 | +127.1% | 0.00% | – |
| Q2 2023 | $8,524 | +26537.5% | 336 | -74.3% | 0.00% | -100.0% |
| Q4 2022 | $32 | -99.7% | 1,305 | +187.4% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 454 | +2.9% | 0.00% | – |
| Q2 2022 | $11,000 | +175.0% | 441 | +224.3% | 0.00% | – |
| Q4 2019 | $4,000 | +33.3% | 136 | +36.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |