ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 332 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 1,023,095 | $25,372,756 | 8.09% |
| CONTINUUM WEALTH ADVISORS, LLC | 249,596 | $6,189,981 | 4.36% |
| KRAEMATON INVESTMENT ADVISORS, INC | 134,509 | $3,335,816 | 4.11% |
| Asset Allocation Strategies LLC | 301,547 | $7,478,374 | 3.45% |
| MATHER GROUP, LLC. | 6,332,352 | $157,042,331 | 2.79% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,951 | $97,985 | 2.51% |
| HF Advisory Group, LLC | 130,623 | $3,239,460 | 2.40% |
| Angeles Investment Advisors, LLC | 1,065,781 | $26,431,369 | 2.07% |
| CAPITAL WEALTH MANAGEMENT, LLC | 140,256 | $3,478,349 | 1.91% |
| CLIENT 1ST ADVISORY GROUP, LLC | 111,275 | $2,759,620 | 1.46% |