ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,638 | +66.1% | 23,776 | +70.0% | 0.03% | +66.7% |
| Q2 2023 | $354,902 | +0.6% | 13,989 | +0.2% | 0.02% | -10.0% |
| Q1 2023 | $352,840 | -21.9% | 13,963 | -23.9% | 0.02% | -28.6% |
| Q4 2022 | $451,703 | -37.8% | 18,354 | -39.6% | 0.03% | -49.1% |
| Q3 2022 | $726,000 | +129.7% | 30,366 | +188.0% | 0.06% | +175.0% |
| Q2 2021 | $316,000 | +5.0% | 10,544 | +2.3% | 0.02% | -9.1% |
| Q1 2021 | $301,000 | +36.2% | 10,306 | +37.4% | 0.02% | +22.2% |
| Q4 2020 | $221,000 | +4.7% | 7,500 | -3.1% | 0.02% | -14.3% |
| Q3 2020 | $211,000 | -4.5% | 7,743 | -4.9% | 0.02% | -19.2% |
| Q4 2019 | $221,000 | +9.4% | 8,143 | +8.0% | 0.03% | -3.7% |
| Q3 2019 | $202,000 | – | 7,541 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sunbelt Securities, Inc. | 2,886,193 | $74,682,000 | 3.20% |
| Insight Wealth Partners, LLC | 95,866 | $2,151,000 | 2.80% |
| BHF RG Capital Inc. | 58,309 | $1,308,000 | 1.73% |
| CreativeOne Wealth, LLC | 367,721 | $8,252,000 | 1.58% |
| GeoWealth Management, LLC | 98,194 | $2,203,000 | 1.56% |
| CWM, LLC | 5,000,710 | $149,821,000 | 1.19% |
| Cardan Capital Partners, LLC | 257,762 | $5,784,000 | 0.96% |
| Foresight Wealth Management, LLC | 37,792 | $848,000 | 0.58% |
| Redhawk Wealth Advisors, Inc. | 46,333 | $1,040,000 | 0.47% |
| Advisory Resource Group | 19,510 | $438,000 | 0.34% |