ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $794,000 | -8.4% | 28,590 | -1.2% | 0.36% | +2.0% |
| Q4 2021 | $867,000 | +16.7% | 28,924 | +17.2% | 0.35% | -4.4% |
| Q3 2021 | $743,000 | +15.4% | 24,684 | +14.9% | 0.37% | +12.2% |
| Q2 2021 | $644,000 | +15.2% | 21,486 | +12.4% | 0.33% | +5.1% |
| Q1 2021 | $559,000 | +16.9% | 19,109 | +17.7% | 0.31% | +10.3% |
| Q4 2020 | $478,000 | – | 16,241 | – | 0.28% | – |
Download | ||||||
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% |