ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $808,533 | +4.6% | 31,870 | +4.2% | 0.60% | 0.0% |
| Q1 2023 | $772,675 | -89.2% | 30,577 | -88.1% | 0.60% | -88.8% |
| Q1 2022 | $7,132,000 | -26.4% | 256,904 | -20.6% | 5.39% | -26.3% |
| Q4 2021 | $9,694,000 | +55.6% | 323,458 | +56.3% | 7.32% | +35.7% |
| Q3 2021 | $6,230,000 | -3.6% | 206,898 | -4.1% | 5.39% | +2.7% |
| Q2 2021 | $6,464,000 | +35.2% | 215,760 | +31.9% | 5.25% | +27.2% |
| Q1 2021 | $4,781,000 | – | 163,525 | – | 4.13% | – |
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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% |