ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 332 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,524 | +3.7% | 14,644 | +3.3% | 0.14% | -5.4% |
| Q1 2023 | $358,359 | -23.5% | 14,181 | -25.5% | 0.15% | -27.9% |
| Q4 2022 | $468,432 | -50.7% | 19,034 | -52.1% | 0.20% | -54.6% |
| Q3 2022 | $950,000 | -38.8% | 39,733 | -37.0% | 0.45% | -35.4% |
| Q2 2022 | $1,553,000 | -16.0% | 63,079 | -5.3% | 0.70% | -5.2% |
| Q1 2022 | $1,849,000 | -42.6% | 66,592 | -38.1% | 0.73% | -43.9% |
| Q4 2021 | $3,222,000 | – | 107,518 | – | 1.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sunbelt Securities, Inc. | 2,886,193 | $74,682,000 | 3.20% |
| Insight Wealth Partners, LLC | 95,866 | $2,151,000 | 2.80% |
| BHF RG Capital Inc. | 58,309 | $1,308,000 | 1.73% |
| CreativeOne Wealth, LLC | 367,721 | $8,252,000 | 1.58% |
| GeoWealth Management, LLC | 98,194 | $2,203,000 | 1.56% |
| CWM, LLC | 5,000,710 | $149,821,000 | 1.19% |
| Cardan Capital Partners, LLC | 257,762 | $5,784,000 | 0.96% |
| Foresight Wealth Management, LLC | 37,792 | $848,000 | 0.58% |
| Redhawk Wealth Advisors, Inc. | 46,333 | $1,040,000 | 0.47% |
| Advisory Resource Group | 19,510 | $438,000 | 0.34% |