ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 24 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $580,000 | +19.6% | 22,114 | +2.4% | 0.14% | -5.3% |
| Q1 2020 | $485,000 | -15.4% | 21,597 | +2.1% | 0.15% | +16.3% |
| Q4 2019 | $573,000 | +9.1% | 21,145 | +7.8% | 0.13% | -2.3% |
| Q3 2019 | $525,000 | +6.5% | 19,615 | +5.8% | 0.13% | +21.1% |
| Q2 2019 | $493,000 | +6.7% | 18,541 | +5.7% | 0.11% | +9.0% |
| Q1 2019 | $462,000 | +12.1% | 17,534 | +4.0% | 0.10% | -40.8% |
| Q4 2018 | $412,000 | -4.8% | 16,866 | +3.2% | 0.17% | +15.8% |
| Q3 2018 | $433,000 | +0.9% | 16,336 | +1.0% | 0.15% | +6.6% |
| Q2 2018 | $429,000 | -1.8% | 16,179 | -1.5% | 0.14% | +6.2% |
| Q1 2018 | $437,000 | +45.7% | 16,432 | +48.2% | 0.13% | +87.0% |
| Q4 2017 | $300,000 | – | 11,086 | – | 0.07% | – |
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% |