ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 299 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $226,985 | -3.0% | 8,947 | -3.4% | 0.12% | -9.2% |
| Q1 2023 | $234,000 | +0.1% | 9,260 | -2.5% | 0.13% | -7.1% |
| Q4 2022 | $233,770 | -17.1% | 9,499 | -19.6% | 0.14% | -23.4% |
| Q3 2022 | $282,000 | -52.0% | 11,810 | -44.1% | 0.18% | -42.7% |
| Q1 2022 | $587,000 | -33.7% | 21,143 | -28.4% | 0.32% | -31.7% |
| Q4 2021 | $885,000 | +90.3% | 29,542 | +91.1% | 0.47% | +74.1% |
| Q3 2021 | $465,000 | +24.7% | 15,457 | +24.2% | 0.27% | +22.7% |
| Q2 2021 | $373,000 | -3.1% | 12,448 | -5.5% | 0.22% | -16.3% |
| Q1 2021 | $385,000 | +61.8% | 13,169 | +62.4% | 0.26% | +51.1% |
| Q4 2020 | $238,000 | – | 8,110 | – | 0.17% | – |
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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% |