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 | $435,885 | -9.5% | 17,576 | -7.4% | 0.06% | -6.6% |
| Q2 2023 | $481,396 | -11.8% | 18,975 | -12.2% | 0.06% | -16.4% |
| Q1 2023 | $546,085 | +22.2% | 21,610 | +19.0% | 0.07% | +9.0% |
| Q4 2022 | $446,770 | -33.7% | 18,154 | -35.6% | 0.07% | -42.2% |
| Q3 2022 | $674,000 | +62.4% | 28,188 | +67.2% | 0.12% | +70.6% |
| Q2 2022 | $415,000 | – | 16,862 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 980,911 | $24,150,000 | 8.35% |
| KRAEMATON INVESTMENT ADVISORS, INC | 145,857 | $3,591,000 | 4.16% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 497,988 | $12,260,000 | 3.79% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,106 | $6,330,000 | 3.77% |
| Intelligence Driven Advisers, LLC | 659,130 | $16,208,000 | 3.18% |
| Lineweaver Wealth Advisors, LLC | 384,422 | $9,464,000 | 3.12% |
| Copperleaf Capital, LLC | 124,450 | $3,064,000 | 3.10% |
| Tri-Star Advisors Inc. | 253,588 | $6,274,000 | 3.03% |
| Insight Wealth Partners, LLC | 150,895 | $3,715,000 | 2.79% |
| Horst & Graben Wealth Management LLC | 391,894 | $9,648,000 | 2.62% |