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 ↓
Sunbelt Securities, Inc. 2,886,193$74,682,0003.20%
Insight Wealth Partners, LLC 95,866$2,151,0002.80%
BHF RG Capital Inc. 58,309$1,308,0001.73%
CreativeOne Wealth, LLC 367,721$8,252,0001.58%
GeoWealth Management, LLC 98,194$2,203,0001.56%
CWM, LLC 5,000,710$149,821,0001.19%
Cardan Capital Partners, LLC 257,762$5,784,0000.96%
Foresight Wealth Management, LLC 37,792$848,0000.58%
Redhawk Wealth Advisors, Inc. 46,333$1,040,0000.47%
Advisory Resource Group 19,510$438,0000.34%
View complete list of ISHARES TR shareholders