ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 221 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $310,000 | -97.4% | 11,162 | -97.2% | 0.12% | -96.4% |
| Q4 2021 | $11,875,000 | +91.7% | 396,227 | +92.6% | 3.35% | +75.9% |
| Q3 2021 | $6,196,000 | +21.8% | 205,774 | +21.2% | 1.90% | +25.0% |
| Q2 2021 | $5,087,000 | +45.9% | 169,780 | +42.4% | 1.52% | +41.8% |
| Q1 2021 | $3,487,000 | – | 119,261 | – | 1.07% | – |
Download | ||||||
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% |