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 | $511,773 | -81.1% | 20,636 | -80.7% | 0.18% | -78.5% |
| Q2 2023 | $2,705,964 | -2.6% | 106,660 | -3.0% | 0.85% | -15.4% |
| Q1 2023 | $2,777,653 | +379.5% | 109,919 | +366.9% | 1.00% | +387.8% |
| Q4 2022 | $579,319 | -11.7% | 23,540 | -14.2% | 0.20% | -13.5% |
| Q3 2022 | $656,000 | +18.8% | 27,446 | +22.4% | 0.24% | +64.6% |
| Q2 2022 | $552,000 | -37.8% | 22,430 | -29.8% | 0.14% | -25.0% |
| Q1 2022 | $887,000 | – | 31,948 | – | 0.19% | – |
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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% |