Herold Advisors, Inc. - ISHARES TR ownership

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
Herold Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$9,993,000
+99830.0%
3600.0%0.00%0.0%
Q3 2021$10,0003600.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Angeles Investment Advisors, LLC 4,990,500$150,264,0008.75%
ESL Trust Services, LLC 922,223$27,768,0008.46%
Systelligence, LLC 936,310$28,192,0007.50%
Intelligence Driven Advisers, LLC 890,052$26,666,0005.98%
Williams Financial, LLC 206,898$6,230,0005.39%
Verdad Advisers, LP 241,300$7,266,0005.25%
Tri-Star Advisors Inc. 325,624$9,762,0004.29%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 311,597$9,382,0003.72%
CLIENT 1ST ADVISORY GROUP, LLC 227,540$6,851,0003.50%
Copperleaf Capital, LLC 114,090$3,435,0003.31%
View complete list of ISHARES TR shareholders