ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 294 filers reported holding ISHARES TR in Q4 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 | 1,001,988 | $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% |