Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 93 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$745,956
+2159.0%
7,578
+987.2%
0.01%
-91.1%
Q2 2023$33,022
+18556.5%
697
+11.3%
0.09%
+1700.0%
Q1 2023$177
-99.2%
626
+2404.0%
0.01%
-95.4%
Q4 2022$20,949
-86.6%
25
+4.2%
0.11%
+2080.0%
Q3 2022$156,000
-3.1%
24
-4.0%
0.01%0.0%
Q2 2022$161,000
-11.5%
25
-10.7%
0.01%0.0%
Q1 2022$182,000
-7.6%
28
-6.7%
0.01%
+25.0%
Q4 2021$197,000
+556.7%
30
+500.0%
0.00%
-71.4%
Q3 2021$30,0000.0%50.0%0.01%
+27.3%
Q2 2021$30,000
-81.4%
50.0%0.01%
+266.7%
Q1 2021$161,000
+16000.0%
5
-89.6%
0.00%
+200.0%
Q4 2020$1,000
-100.0%
48
-84.6%
0.00%
-95.2%
Q1 2020$6,861,000
+25311.1%
311
-72.5%
0.02%
+10.5%
Q4 2019$27,000
+42.1%
1,129
+60.8%
0.02%
+18.8%
Q3 2019$19,000
-29.6%
702
-30.1%
0.02%
-27.3%
Q2 2019$27,000
-50.0%
1,005
-51.2%
0.02%
-50.0%
Q1 2019$54,000
-33.3%
2,060
-34.3%
0.04%
-48.2%
Q3 2018$81,000
+1.2%
3,134
+2.9%
0.08%
+13.3%
Q2 2018$80,000
+35.6%
3,046
+36.9%
0.08%
+25.0%
Q1 2018$59,0002,2250.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,695,500$140,677,0008.79%
MCMORGAN & CO LLC 1,114,594$33,393,0007.29%
ESL Trust Services, LLC 689,377$20,654,0006.14%
Williams Financial, LLC 215,760$6,464,0005.25%
Intelligence Driven Advisers, LLC 824,234$24,694,0004.80%
Tri-Star Advisors Inc. 339,555$10,173,0004.58%
Copperleaf Capital, LLC 134,255$4,022,0003.94%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 245,725$7,362,0003.24%
Systelligence, LLC 394,427$11,817,0003.11%
WealthShield Partners, LLC 552,634$16,557,0002.59%
View complete list of ISHARES TR shareholders