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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,743 | -69.7% | 9,748 | -69.0% | 0.01% | -71.4% |
Q2 2023 | $797,309 | +20.5% | 31,427 | +20.1% | 0.02% | +16.7% |
Q1 2023 | $661,424 | +5.3% | 26,174 | +2.5% | 0.02% | -5.3% |
Q4 2022 | $628,379 | -27.1% | 25,533 | -29.2% | 0.02% | -36.7% |
Q3 2022 | $862,000 | -20.8% | 36,064 | -18.5% | 0.03% | -18.9% |
Q2 2022 | $1,089,000 | -13.8% | 44,232 | -2.7% | 0.04% | 0.0% |
Q1 2022 | $1,263,000 | -35.4% | 45,476 | -30.3% | 0.04% | -33.9% |
Q4 2021 | $1,956,000 | +63.5% | 65,259 | +64.3% | 0.06% | +47.4% |
Q3 2021 | $1,196,000 | +19.7% | 39,716 | +19.1% | 0.04% | +18.8% |
Q2 2021 | $999,000 | +31.3% | 33,333 | +28.0% | 0.03% | +14.3% |
Q1 2021 | $761,000 | +8355.6% | 26,045 | +8850.2% | 0.03% | – |
Q4 2020 | $9,000 | +12.5% | 291 | 0.0% | 0.00% | – |
Q3 2020 | $8,000 | 0.0% | 291 | -16.1% | 0.00% | -100.0% |
Q1 2020 | $8,000 | -68.0% | 347 | -62.0% | 0.00% | 0.0% |
Q4 2019 | $25,000 | +257.1% | 913 | +199.3% | 0.00% | 0.0% |
Q4 2018 | $7,000 | – | 305 | – | 0.00% | – |
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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% |