Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 304 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$393,339
+10.5%
15,983
+7.3%
0.01%
-61.3%
Q3 2022$356,000
-85.4%
14,899
-85.0%
0.03%
-84.8%
Q2 2022$2,442,000
+961.7%
99,169
+1190.3%
0.20%
+1175.0%
Q4 2021$230,000
-35.4%
7,686
-48.4%
0.02%
-48.4%
Q3 2011$356,00014,8990.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,695,500$140,677,0008.79%
MCMORGAN & CO LLC 1,114,594$33,393,0007.29%
ESL Trust Services, LLC 689,377$20,654,0006.14%
Williams Financial, LLC 215,760$6,464,0005.25%
Intelligence Driven Advisers, LLC 824,234$24,694,0004.80%
Tri-Star Advisors Inc. 339,555$10,173,0004.58%
Copperleaf Capital, LLC 134,255$4,022,0003.94%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 245,725$7,362,0003.24%
Systelligence, LLC 394,427$11,817,0003.11%
WealthShield Partners, LLC 552,634$16,557,0002.59%
View complete list of ISHARES TR shareholders