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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $903,676 | +9.0% | 36,438 | +11.6% | 0.68% | +12.6% |
Q2 2023 | $828,728 | +1.4% | 32,665 | +1.0% | 0.60% | -5.8% |
Q1 2023 | $817,486 | +106205.1% | 32,350 | +3.6% | 0.64% | -8.6% |
Q4 2022 | $769 | -99.9% | 31,227 | -1.0% | 0.70% | +4.6% |
Q3 2022 | $754,000 | 0.0% | 31,541 | +3.0% | 0.67% | +5.0% |
Q2 2022 | $754,000 | – | 30,637 | – | 0.64% | – |
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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% |