ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 241 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,949 | -4.0% | 9,931 | -4.4% | 0.03% | -13.3% |
| Q1 2023 | $262,479 | -9.8% | 10,387 | -14.7% | 0.03% | -25.0% |
| Q3 2022 | $291,000 | -12.3% | 12,176 | -9.7% | 0.04% | -9.1% |
| Q2 2022 | $332,000 | -23.0% | 13,487 | -13.1% | 0.04% | -8.3% |
| Q1 2022 | $431,000 | -17.0% | 15,512 | -10.5% | 0.05% | -14.3% |
| Q4 2021 | $519,000 | -31.8% | 17,323 | -31.4% | 0.06% | -44.6% |
| Q3 2021 | $761,000 | +88.8% | 25,260 | +87.8% | 0.10% | +55.4% |
| Q2 2021 | $403,000 | +27.5% | 13,451 | +24.4% | 0.06% | 0.0% |
| Q1 2021 | $316,000 | – | 10,815 | – | 0.06% | – |
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% |