San Luis Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 283 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
San Luis Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$258
-100.0%
10,469
-68.3%
0.24%
-70.9%
Q3 2022$790,000
-2.9%
33,0520.0%0.83%
-11.6%
Q2 2022$814,000
+1708.9%
33,052
+2112.3%
0.94%
+4150.0%
Q1 2022$45,0001,4940.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 1,023,095$25,372,7568.09%
CONTINUUM WEALTH ADVISORS, LLC 249,596$6,189,9814.36%
KRAEMATON INVESTMENT ADVISORS, INC 134,509$3,335,8164.11%
Asset Allocation Strategies LLC 301,547$7,478,3743.45%
MATHER GROUP, LLC. 6,332,352$157,042,3312.79%
CONSULTIVA WEALTH MANAGEMENT, CORP. 3,951$97,9852.51%
HF Advisory Group, LLC 130,623$3,239,4602.40%
Angeles Investment Advisors, LLC 1,065,781$26,431,3692.07%
CAPITAL WEALTH MANAGEMENT, LLC 140,256$3,478,3491.91%
CLIENT 1ST ADVISORY GROUP, LLC 111,275$2,759,6201.46%
View complete list of ISHARES TR shareholders