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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $277,338 | -90.0% | 10,975 | -88.2% | 0.19% | -89.6% |
Q4 2022 | $2,782,145 | +195.3% | 92,831 | +135.4% | 1.84% | +179.5% |
Q3 2022 | $942,000 | -66.8% | 39,433 | -58.3% | 0.66% | -64.4% |
Q2 2022 | $2,834,000 | +58.9% | 94,554 | +47.1% | 1.85% | +63.5% |
Q1 2022 | $1,784,000 | -37.1% | 64,272 | -32.1% | 1.13% | -37.1% |
Q4 2021 | $2,836,000 | – | 94,614 | – | 1.80% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Angeles Investment Advisors, LLC | 4,990,500 | $150,264,000 | 8.75% |
ESL Trust Services, LLC | 922,223 | $27,768,000 | 8.46% |
Systelligence, LLC | 936,310 | $28,192,000 | 7.50% |
Intelligence Driven Advisers, LLC | 890,052 | $26,666,000 | 5.98% |
Williams Financial, LLC | 206,898 | $6,230,000 | 5.39% |
Verdad Advisers, LP | 241,300 | $7,266,000 | 5.25% |
Tri-Star Advisors Inc. | 325,624 | $9,762,000 | 4.29% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 311,597 | $9,382,000 | 3.72% |
CLIENT 1ST ADVISORY GROUP, LLC | 227,540 | $6,851,000 | 3.50% |
Copperleaf Capital, LLC | 114,090 | $3,435,000 | 3.31% |