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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $513,169 | -87.7% | 20,852 | -88.0% | 0.12% | -88.0% |
| Q3 2022 | $4,160,000 | -6.2% | 174,201 | -2.7% | 1.03% | -4.3% |
| Q2 2022 | $4,436,000 | -33.6% | 179,070 | -25.6% | 1.08% | -11.4% |
| Q1 2022 | $6,684,000 | -31.4% | 240,780 | -25.9% | 1.22% | -30.3% |
| Q4 2021 | $9,738,000 | +69.7% | 324,908 | +70.5% | 1.75% | +55.1% |
| Q3 2021 | $5,739,000 | – | 190,601 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 1,023,095 | $25,372,756 | 8.09% |
| CONTINUUM WEALTH ADVISORS, LLC | 249,596 | $6,189,981 | 4.36% |
| KRAEMATON INVESTMENT ADVISORS, INC | 134,509 | $3,335,816 | 4.11% |
| Asset Allocation Strategies LLC | 301,547 | $7,478,374 | 3.45% |
| MATHER GROUP, LLC. | 6,332,352 | $157,042,331 | 2.79% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,951 | $97,985 | 2.51% |
| HF Advisory Group, LLC | 130,623 | $3,239,460 | 2.40% |
| Angeles Investment Advisors, LLC | 1,065,781 | $26,431,369 | 2.07% |
| CAPITAL WEALTH MANAGEMENT, LLC | 140,256 | $3,478,349 | 1.91% |
| CLIENT 1ST ADVISORY GROUP, LLC | 111,275 | $2,759,620 | 1.46% |