Sunbelt Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 67 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$668,445
-9.9%
26,953
-7.9%
0.09%
-13.1%
Q2 2023$742,268
+31.9%
29,258
+29.8%
0.11%
+18.9%
Q1 2023$562,543
+64.9%
22,538
+62.6%
0.09%
+34.3%
Q4 2022$341,224
+30.2%
13,865
+26.4%
0.07%
+21.8%
Q3 2022$262,000
+6.9%
10,973
+10.1%
0.06%
+5.8%
Q2 2022$245,000
-25.1%
9,968
-15.5%
0.05%
-13.3%
Q1 2022$327,000
+11.6%
11,791
+13.9%
0.06%
+25.0%
Q4 2021$293,000
-58.4%
10,354
-55.8%
0.05%
-62.2%
Q3 2021$704,0000.0%23,4400.0%0.13%0.0%
Q2 2021$704,000
+236.8%
23,440
+227.5%
0.13%
+209.8%
Q1 2021$209,000
-12.2%
7,157
-11.4%
0.04%
-16.3%
Q4 2020$238,000
-36.4%
8,081
-43.2%
0.05%
-61.7%
Q2 2020$374,000
-99.5%
14,226
-99.5%
0.13%
-96.0%
Q1 2020$74,682,000
+5566.3%
2,886,193
+4645.8%
3.20%
+2202.2%
Q4 2019$1,318,000
+233.7%
60,816
+312.2%
0.14%
+215.9%
Q3 2019$395,00014,7540.04%
Other shareholders
ISHARES TR shareholders Q3 2020
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