ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 332 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $609,853 | -5.3% | 24,781 | -8.2% | 0.69% | -9.6% |
Q3 2022 | $644,000 | +8.1% | 26,984 | +11.4% | 0.77% | +16.2% |
Q2 2022 | $596,000 | -12.2% | 24,218 | -1.1% | 0.66% | -2.2% |
Q1 2022 | $679,000 | +2.6% | 24,478 | +10.7% | 0.68% | -0.3% |
Q4 2021 | $662,000 | +27.6% | 22,120 | +28.4% | 0.68% | +10.4% |
Q3 2021 | $519,000 | -0.4% | 17,223 | -1.0% | 0.61% | -5.0% |
Q2 2021 | $521,000 | +12.8% | 17,399 | +10.1% | 0.64% | +9.7% |
Q1 2021 | $462,000 | – | 15,809 | – | 0.59% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ESL Trust Services, LLC | 1,023,095 | $25,372,756 | 8.09% |
CONTINUUM WEALTH ADVISORS, LLC | 249,596 | $6,189,981 | 4.36% |
KRAEMATON INVESTMENT ADVISORS, INC | 134,509 | $3,335,816 | 4.11% |
Asset Allocation Strategies LLC | 301,547 | $7,478,374 | 3.45% |
MATHER GROUP, LLC. | 6,332,352 | $157,042,331 | 2.79% |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,951 | $97,985 | 2.51% |
HF Advisory Group, LLC | 130,623 | $3,239,460 | 2.40% |
Angeles Investment Advisors, LLC | 1,065,781 | $26,431,369 | 2.07% |
CAPITAL WEALTH MANAGEMENT, LLC | 140,256 | $3,478,349 | 1.91% |
CLIENT 1ST ADVISORY GROUP, LLC | 111,275 | $2,759,620 | 1.46% |