Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24
-93.2%
985
-92.9%
0.00%
-92.7%
Q2 2023$352
+2.9%
13,881
+2.5%
0.04%
-4.7%
Q1 2023$342
-57.9%
13,548
-59.0%
0.04%
-62.6%
Q4 2022$813
-99.9%
33,026
-4.7%
0.12%
-7.3%
Q3 2022$828,000
-17.9%
34,664
-15.3%
0.12%
-15.1%
Q2 2022$1,008,000
-27.1%
40,943
-17.7%
0.15%
-17.0%
Q1 2022$1,382,000
-47.7%
49,778
-43.6%
0.18%
-47.1%
Q4 2021$2,644,000
+86.7%
88,216
+87.5%
0.33%
+64.9%
Q3 2021$1,416,000
+9.2%
47,037
+8.6%
0.20%
+4.1%
Q2 2021$1,297,000
+35.2%
43,304
+32.0%
0.19%
+16.9%
Q1 2021$959,00032,804
+546633.3%
0.17%
Q4 2020$060.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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