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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,423 | -6.7% | 7,900 | -7.1% | 0.08% | -3.7% |
| Q1 2023 | $214,795 | +102672.7% | 8,500 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $209 | -99.9% | 8,500 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $203,000 | -2.9% | 8,500 | 0.0% | 0.08% | +3.7% |
| Q2 2022 | $209,000 | -11.4% | 8,500 | 0.0% | 0.08% | +1.2% |
| Q1 2022 | $236,000 | -7.5% | 8,500 | 0.0% | 0.08% | -3.6% |
| Q4 2021 | $255,000 | – | 8,500 | – | 0.08% | – |
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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% |