ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 283 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $271,064 | -2.2% | 10,930 | 0.0% | 0.02% | +8.7% |
| Q2 2023 | $277,295 | +0.4% | 10,930 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $276,202 | -5.5% | 10,930 | -4.8% | 0.02% | -4.0% |
| Q4 2022 | $292,178 | +6.6% | 11,485 | 0.0% | 0.02% | -10.7% |
| Q3 2022 | $274,000 | -2.8% | 11,485 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $282,000 | -98.1% | 11,485 | +1969.4% | 0.03% | +1300.0% |
| Q2 2020 | $14,546,000 | – | 555 | – | 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% |