WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 221 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$20,677
+9.1%
815
+5.8%
0.02%
+33.3%
Q4 2022$18,950
-99.0%
770
-98.7%
0.02%
-98.6%
Q4 2021$1,815,000
+71.2%
60,565
+72.1%
1.06%
+42.2%
Q3 2021$1,060,00035,1940.74%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,695,500$140,677,0008.79%
MCMORGAN & CO LLC 1,114,594$33,393,0007.29%
ESL Trust Services, LLC 689,377$20,654,0006.14%
Williams Financial, LLC 215,760$6,464,0005.25%
Intelligence Driven Advisers, LLC 824,234$24,694,0004.80%
Tri-Star Advisors Inc. 339,555$10,173,0004.58%
Copperleaf Capital, LLC 134,255$4,022,0003.94%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 245,725$7,362,0003.24%
Systelligence, LLC 394,427$11,817,0003.11%
WealthShield Partners, LLC 552,634$16,557,0002.59%
View complete list of ISHARES TR shareholders