BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

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
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$316,00010,8150.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders