ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 299 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $493,371 | +19.7% | 19,447 | +19.2% | 0.04% | +13.9% |
Q1 2023 | $412,288 | +50.2% | 16,315 | +46.3% | 0.04% | +33.3% |
Q4 2022 | $274,525 | -53.1% | 11,155 | -54.4% | 0.03% | -56.5% |
Q3 2022 | $585,000 | -36.1% | 24,457 | -34.3% | 0.06% | -34.7% |
Q2 2022 | $916,000 | -30.7% | 37,198 | -21.9% | 0.10% | -21.5% |
Q1 2022 | $1,322,000 | -29.8% | 47,612 | -24.3% | 0.12% | -27.5% |
Q4 2021 | $1,884,000 | +83.4% | 62,858 | +84.3% | 0.17% | +67.0% |
Q3 2021 | $1,027,000 | +9.6% | 34,098 | +9.0% | 0.10% | +6.4% |
Q2 2021 | $937,000 | – | 31,291 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ESL Trust Services, LLC | 1,023,095 | $25,372,756 | 8.09% |
CONTINUUM WEALTH ADVISORS, LLC | 249,596 | $6,189,981 | 4.36% |
KRAEMATON INVESTMENT ADVISORS, INC | 134,509 | $3,335,816 | 4.11% |
Asset Allocation Strategies LLC | 301,547 | $7,478,374 | 3.45% |
MATHER GROUP, LLC. | 6,332,352 | $157,042,331 | 2.79% |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,951 | $97,985 | 2.51% |
HF Advisory Group, LLC | 130,623 | $3,239,460 | 2.40% |
Angeles Investment Advisors, LLC | 1,065,781 | $26,431,369 | 2.07% |
CAPITAL WEALTH MANAGEMENT, LLC | 140,256 | $3,478,349 | 1.91% |
CLIENT 1ST ADVISORY GROUP, LLC | 111,275 | $2,759,620 | 1.46% |