ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,035 | -17.1% | 12,824 | -15.2% | 0.02% | -20.0% |
| Q2 2023 | $383,468 | +197.4% | 15,115 | +196.2% | 0.02% | +150.0% |
| Q1 2023 | $128,953 | -1.2% | 5,103 | -3.8% | 0.01% | 0.0% |
| Q4 2022 | $130,507 | +2.0% | 5,303 | -1.4% | 0.01% | -11.1% |
| Q3 2022 | $128,000 | +6.7% | 5,378 | +10.0% | 0.01% | +50.0% |
| Q2 2022 | $120,000 | -13.0% | 4,887 | -2.3% | 0.01% | 0.0% |
| Q1 2022 | $138,000 | -1.4% | 5,001 | +6.9% | 0.01% | +20.0% |
| Q4 2021 | $140,000 | +42.9% | 4,678 | +43.0% | 0.01% | +25.0% |
| Q3 2021 | $98,000 | -13.3% | 3,271 | -13.4% | 0.00% | 0.0% |
| Q2 2021 | $113,000 | +653.3% | 3,779 | +628.1% | 0.00% | – |
| Q1 2021 | $15,000 | +50.0% | 519 | -4.8% | 0.00% | – |
| Q4 2020 | $10,000 | – | 545 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 4,695,500 | $140,677,000 | 8.79% |
| MCMORGAN & CO LLC | 1,114,594 | $33,393,000 | 7.29% |
| ESL Trust Services, LLC | 689,377 | $20,654,000 | 6.14% |
| Williams Financial, LLC | 215,760 | $6,464,000 | 5.25% |
| Intelligence Driven Advisers, LLC | 824,234 | $24,694,000 | 4.80% |
| Tri-Star Advisors Inc. | 339,555 | $10,173,000 | 4.58% |
| Copperleaf Capital, LLC | 134,255 | $4,022,000 | 3.94% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 245,725 | $7,362,000 | 3.24% |
| Systelligence, LLC | 394,427 | $11,817,000 | 3.11% |
| WealthShield Partners, LLC | 552,634 | $16,557,000 | 2.59% |