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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $776,240 | -2.2% | 31,300 | 0.0% | 0.74% | +3.1% |
| Q2 2023 | $794,081 | -1.8% | 31,300 | -2.2% | 0.72% | -7.9% |
| Q1 2023 | $808,640 | -1.3% | 32,000 | -3.9% | 0.78% | -7.5% |
| Q4 2022 | $819,513 | -10.0% | 33,300 | -12.6% | 0.84% | -20.8% |
| Q3 2022 | $911,000 | -3.6% | 38,100 | -0.8% | 1.06% | +2.2% |
| Q2 2022 | $945,000 | -20.0% | 38,400 | -9.7% | 1.04% | -3.0% |
| Q1 2022 | $1,181,000 | -11.5% | 42,540 | -4.4% | 1.07% | -11.0% |
| Q4 2021 | $1,334,000 | – | 44,515 | – | 1.20% | – |
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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% |