ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 241 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $268,415 | -13.7% | 10,580 | -14.1% | 0.05% | -19.0% |
| Q1 2023 | $311,200 | -19.5% | 12,315 | -21.6% | 0.06% | +21.2% |
| Q4 2022 | $386,744 | -41.5% | 15,715 | -43.1% | 0.05% | -67.7% |
| Q3 2022 | $661,000 | -24.5% | 27,638 | -22.4% | 0.16% | -9.6% |
| Q2 2022 | $876,000 | -5.8% | 35,596 | +6.2% | 0.18% | +7.2% |
| Q1 2022 | $930,000 | -41.1% | 33,503 | -36.4% | 0.17% | -36.6% |
| Q4 2021 | $1,578,000 | +7.3% | 52,649 | +7.9% | 0.26% | +0.4% |
| Q3 2021 | $1,470,000 | +77.8% | 48,812 | +76.8% | 0.26% | +72.8% |
| Q2 2021 | $827,000 | +38.1% | 27,615 | +34.9% | 0.15% | +10.2% |
| Q1 2021 | $599,000 | – | 20,476 | +409420.0% | 0.14% | – |
| Q3 2019 | $0 | – | 5 | – | 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% |