FORTE ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 284 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,934,400
-2.2%
78,0000.0%1.30%
+1.2%
Q2 2023$1,978,860
+0.4%
78,0000.0%1.28%
-1.5%
Q1 2023$1,971,060
+167.0%
78,000
+160.0%
1.30%
+170.9%
Q4 2022$738,30030,0000.48%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sunbelt Securities, Inc. 2,886,193$74,682,0003.20%
Insight Wealth Partners, LLC 95,866$2,151,0002.80%
BHF RG Capital Inc. 58,309$1,308,0001.73%
CreativeOne Wealth, LLC 367,721$8,252,0001.58%
GeoWealth Management, LLC 98,194$2,203,0001.56%
CWM, LLC 5,000,710$149,821,0001.19%
Cardan Capital Partners, LLC 257,762$5,784,0000.96%
Foresight Wealth Management, LLC 37,792$848,0000.58%
Redhawk Wealth Advisors, Inc. 46,333$1,040,0000.47%
Advisory Resource Group 19,510$438,0000.34%
View complete list of ISHARES TR shareholders