Lineweaver Wealth Advisors, LLC - ISHARES TR ownership

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
Lineweaver Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$562,028
-50.3%
22,659
-49.2%
0.16%
-49.5%
Q2 2023$1,131,939
+1.4%
44,612
+1.0%
0.32%
-5.8%
Q1 2023$1,116,673
+2.8%
44,184
+0.1%
0.34%
+4.3%
Q4 2022$1,086,330
-74.6%
44,136
-75.4%
0.33%
-76.3%
Q3 2022$4,283,000
-54.7%
179,152
-53.4%
1.39%
-55.6%
Q2 2022$9,464,000
-12.5%
384,422
-1.3%
3.12%
+1.2%
Q1 2022$10,813,000
-30.4%
389,519
-24.9%
3.09%
-31.0%
Q4 2021$15,540,000
+214.3%
518,533
+215.8%
4.48%
+196.9%
Q3 2021$4,944,000
+10.8%
164,212
+10.2%
1.51%
+3.0%
Q2 2021$4,463,000
+138.8%
148,973
+133.0%
1.46%
+120.8%
Q1 2021$1,869,00063,9260.66%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 1,001,988$25,320,2408.20%
KRAEMATON INVESTMENT ADVISORS, INC 138,984$3,512,1364.06%
Asset Allocation Strategies LLC 52,892$1,336,5843.85%
CLIENT 1ST ADVISORY GROUP, LLC 204,641$5,171,2882.80%
MATHER GROUP, LLC. 5,611,481$141,802,1242.52%
HF Advisory Group, LLC 111,683$2,822,2332.50%
CONTINUUM WEALTH ADVISORS, LLC 106,352$2,687,5152.19%
CAPITAL WEALTH MANAGEMENT, LLC 128,104$3,237,1881.86%
FORTE ASSET MANAGEMENT LLC 78,000$1,971,0601.30%
CALIBER WEALTH MANAGEMENT, LLC 62,860$1,588,4701.19%
View complete list of ISHARES TR shareholders