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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,019,833 | -60.6% | 81,445 | -59.6% | 0.03% | -60.0% |
| Q2 2023 | $5,120,397 | -8.7% | 201,829 | -9.1% | 0.07% | -15.7% |
| Q1 2023 | $5,611,181 | -4.2% | 222,049 | -6.7% | 0.08% | -11.7% |
| Q4 2022 | $5,854,165 | -27.6% | 237,878 | -29.7% | 0.09% | -32.9% |
| Q3 2022 | $8,091,029 | -28.5% | 338,537 | -26.3% | 0.14% | -34.0% |
| Q2 2022 | $11,309,000 | -32.2% | 459,346 | -23.5% | 0.21% | -23.5% |
| Q1 2022 | $16,676,000 | – | 600,728 | – | 0.28% | – |
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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% |