ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $505,484 | +3.5% | 19,924 | +3.1% | 0.21% | -5.3% |
| Q1 2023 | $488,235 | +1.0% | 19,321 | -1.7% | 0.23% | -5.8% |
| Q4 2022 | $483,617 | -58.9% | 19,651 | -60.1% | 0.24% | -59.7% |
| Q3 2022 | $1,176,000 | -42.6% | 49,238 | -40.9% | 0.60% | -37.3% |
| Q2 2022 | $2,050,000 | -29.9% | 83,276 | -21.0% | 0.95% | -18.2% |
| Q1 2022 | $2,925,000 | -46.5% | 105,391 | -42.2% | 1.16% | -43.5% |
| Q4 2021 | $5,465,000 | – | 182,363 | – | 2.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 4,695,500 | $140,677,000 | 8.79% |
| MCMORGAN & CO LLC | 1,114,594 | $33,393,000 | 7.29% |
| ESL Trust Services, LLC | 689,377 | $20,654,000 | 6.14% |
| Williams Financial, LLC | 215,760 | $6,464,000 | 5.25% |
| Intelligence Driven Advisers, LLC | 824,234 | $24,694,000 | 4.80% |
| Tri-Star Advisors Inc. | 339,555 | $10,173,000 | 4.58% |
| Copperleaf Capital, LLC | 134,255 | $4,022,000 | 3.94% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 245,725 | $7,362,000 | 3.24% |
| Systelligence, LLC | 394,427 | $11,817,000 | 3.11% |
| WealthShield Partners, LLC | 552,634 | $16,557,000 | 2.59% |