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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $221,234 | -0.6% | 8,755 | -3.2% | 0.15% | -6.7% |
| Q4 2022 | $222,557 | -20.5% | 9,043 | -22.7% | 0.16% | -24.4% |
| Q3 2022 | $280,000 | -17.2% | 11,704 | -14.8% | 0.22% | -13.5% |
| Q2 2022 | $338,000 | -18.2% | 13,735 | -7.6% | 0.25% | -4.9% |
| Q1 2022 | $413,000 | +0.2% | 14,862 | +8.1% | 0.26% | +2.7% |
| Q4 2021 | $412,000 | – | 13,743 | – | 0.26% | – |
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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% |