OLIVER LAGORE VANVALIN INVESTMENT GROUP - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 221 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.

Quarter-by-quarter ownership
OLIVER LAGORE VANVALIN INVESTMENT GROUP ownership history of ISHARES TR
ValueSharesWeighting
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$4,680,000155,9300.34%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders