ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 294 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $72,297 | -3.7% | 2,850 | -4.1% | 0.03% | -18.8% |
| Q1 2023 | $75,066 | +6.5% | 2,971 | +3.7% | 0.03% | -20.0% |
| Q4 2022 | $70,475 | -68.5% | 2,864 | -69.5% | 0.04% | -72.2% |
| Q3 2022 | $224,000 | -32.7% | 9,375 | -30.7% | 0.14% | -25.8% |
| Q2 2022 | $333,000 | -17.4% | 13,527 | -5.4% | 0.19% | -28.1% |
| Q1 2022 | $403,000 | -91.4% | 14,303 | -90.8% | 0.27% | -19.4% |
| Q4 2021 | $4,680,000 | – | 155,930 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 1,023,095 | $25,372,756 | 8.09% |
| CONTINUUM WEALTH ADVISORS, LLC | 249,596 | $6,189,981 | 4.36% |
| KRAEMATON INVESTMENT ADVISORS, INC | 134,509 | $3,335,816 | 4.11% |
| Asset Allocation Strategies LLC | 301,547 | $7,478,374 | 3.45% |
| MATHER GROUP, LLC. | 6,332,352 | $157,042,331 | 2.79% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,951 | $97,985 | 2.51% |
| HF Advisory Group, LLC | 130,623 | $3,239,460 | 2.40% |
| Angeles Investment Advisors, LLC | 1,065,781 | $26,431,369 | 2.07% |
| CAPITAL WEALTH MANAGEMENT, LLC | 140,256 | $3,478,349 | 1.91% |
| CLIENT 1ST ADVISORY GROUP, LLC | 111,275 | $2,759,620 | 1.46% |