Newbridge Financial Services Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 241 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,795
-2.2%
1,5240.0%0.02%0.0%
Q2 2023$38,664
+0.4%
1,5240.0%0.02%
-5.0%
Q1 2023$38,511
+2.7%
1,5240.0%0.02%
-9.1%
Q4 2022$37,506
+4.2%
1,5240.0%0.02%
+4.8%
Q3 2022$36,000
-5.3%
1,5240.0%0.02%
-12.5%
Q2 2022$38,000
-9.5%
1,5240.0%0.02%
+14.3%
Q1 2022$42,000
-43.2%
1,524
-38.4%
0.02%
-40.0%
Q4 2021$74,000
+146.7%
2,473
+146.8%
0.04%
+84.2%
Q3 2021$30,0001,002
+11033.3%
0.02%
Q2 2021$0
-100.0%
90.0%0.00%
-100.0%
Q1 2021$1,00090.00%
Other shareholders
ISHARES TR shareholders Q2 2021
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