Selective Wealth Management, Inc. - ISHARES TR ownership

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
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$113,000
-23.1%
4,737
-20.4%
0.05%
-7.7%
Q2 2022$147,000
-15.5%
5,953
-4.8%
0.05%
-17.5%
Q1 2022$174,000
-36.0%
6,252
-31.2%
0.06%
-43.2%
Q4 2021$272,000
+112.5%
9,085
+113.2%
0.11%
+63.2%
Q3 2021$128,0004,2610.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 922,323$27,642,0007.96%
Systelligence, LLC 928,745$27,834,0007.68%
Williams Financial, LLC 323,458$9,694,0007.32%
Tri-Star Advisors Inc. 448,073$13,276,0005.57%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 565,821$16,958,0005.53%
Intelligence Driven Advisers, LLC 952,296$27,664,0005.08%
Lineweaver Wealth Advisors, LLC 518,533$15,540,0004.48%
Angeles Investment Advisors, LLC 2,988,500$89,565,0004.46%
MCDONALD PARTNERS LLC 153,941$4,613,612,0004.27%
ABSOLUTE CAPITAL MANAGEMENT, LLC 153,941$4,613,612,0004.27%
View complete list of ISHARES TR shareholders