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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,353,386 | +17.2% | 296,507 | +19.9% | 0.01% | +25.0% |
| Q2 2023 | $6,273,000 | +50.0% | 247,261 | +49.4% | 0.01% | +33.3% |
| Q1 2023 | $4,182,877 | +49.2% | 165,527 | +45.3% | 0.01% | +50.0% |
| Q4 2022 | $2,804,231 | +61.2% | 113,947 | +56.5% | 0.00% | +33.3% |
| Q3 2022 | $1,740,000 | +58.5% | 72,809 | +63.2% | 0.00% | +50.0% |
| Q2 2022 | $1,098,000 | +183.7% | 44,616 | +219.9% | 0.00% | +100.0% |
| Q1 2022 | $387,000 | -12.6% | 13,947 | -5.7% | 0.00% | 0.0% |
| Q2 2021 | $443,000 | -43.4% | 14,795 | -44.8% | 0.00% | -50.0% |
| Q1 2021 | $783,000 | -40.6% | 26,783 | -40.2% | 0.00% | -33.3% |
| Q4 2020 | $1,318,000 | -30.4% | 44,801 | -35.4% | 0.00% | -40.0% |
| Q3 2020 | $1,894,000 | – | 69,377 | – | 0.01% | – |
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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% |