Cornerstone Planning Group LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 284 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Planning Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,733,322
+45.6%
69,892
+49.0%
0.66%
+40.6%
Q2 2023$1,190,234
-2.9%
46,915
-2.7%
0.47%
-8.4%
Q4 2022$1,225,85548,2240.51%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,990,500$150,264,0008.75%
ESL Trust Services, LLC 922,223$27,768,0008.46%
Systelligence, LLC 936,310$28,192,0007.50%
Intelligence Driven Advisers, LLC 890,052$26,666,0005.98%
Williams Financial, LLC 206,898$6,230,0005.39%
Verdad Advisers, LP 241,300$7,266,0005.25%
Tri-Star Advisors Inc. 325,624$9,762,0004.29%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 311,597$9,382,0003.72%
CLIENT 1ST ADVISORY GROUP, LLC 227,540$6,851,0003.50%
Copperleaf Capital, LLC 114,090$3,435,0003.31%
View complete list of ISHARES TR shareholders