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 | 1,001,988 | $25,320,240 | 8.20% |
| KRAEMATON INVESTMENT ADVISORS, INC | 138,984 | $3,512,136 | 4.06% |
| Asset Allocation Strategies LLC | 52,892 | $1,336,584 | 3.85% |
| CLIENT 1ST ADVISORY GROUP, LLC | 204,641 | $5,171,288 | 2.80% |
| MATHER GROUP, LLC. | 5,611,481 | $141,802,124 | 2.52% |
| HF Advisory Group, LLC | 111,683 | $2,822,233 | 2.50% |
| CONTINUUM WEALTH ADVISORS, LLC | 106,352 | $2,687,515 | 2.19% |
| CAPITAL WEALTH MANAGEMENT, LLC | 128,104 | $3,237,188 | 1.86% |
| FORTE ASSET MANAGEMENT LLC | 78,000 | $1,971,060 | 1.30% |
| CALIBER WEALTH MANAGEMENT, LLC | 62,860 | $1,588,470 | 1.19% |