ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 221 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $189,000 | -74.9% | 7,687 | -71.7% | 0.14% | -17.0% |
| Q1 2022 | $754,000 | -31.8% | 27,171 | -26.3% | 0.17% | -26.9% |
| Q4 2021 | $1,105,000 | +66.4% | 36,857 | +67.2% | 0.23% | +57.0% |
| Q3 2021 | $664,000 | +14.1% | 22,042 | +13.5% | 0.15% | +12.9% |
| Q2 2021 | $582,000 | +18.5% | 19,412 | +15.7% | 0.13% | +8.2% |
| Q1 2021 | $491,000 | – | 16,780 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 980,911 | $24,150,000 | 8.35% |
| KRAEMATON INVESTMENT ADVISORS, INC | 145,857 | $3,591,000 | 4.16% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 497,988 | $12,260,000 | 3.79% |
| CLIENT 1ST ADVISORY GROUP, LLC | 257,106 | $6,330,000 | 3.77% |
| Intelligence Driven Advisers, LLC | 659,130 | $16,208,000 | 3.18% |
| Lineweaver Wealth Advisors, LLC | 384,422 | $9,464,000 | 3.12% |
| Copperleaf Capital, LLC | 124,450 | $3,064,000 | 3.10% |
| Tri-Star Advisors Inc. | 253,588 | $6,274,000 | 3.03% |
| Insight Wealth Partners, LLC | 150,895 | $3,715,000 | 2.79% |
| Horst & Graben Wealth Management LLC | 391,894 | $9,648,000 | 2.62% |