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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $404,091 | -24.8% | 16,294 | -27.5% | 0.00% | -60.0% |
| Q3 2022 | $537,000 | -2.2% | 22,478 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $549,000 | -7.1% | 21,903 | -0.4% | 0.01% | +25.0% |
| Q1 2022 | $591,000 | +7.1% | 21,989 | +15.8% | 0.00% | 0.0% |
| Q4 2021 | $552,000 | +0.9% | 18,990 | +4.0% | 0.00% | +33.3% |
| Q3 2021 | $547,000 | +5.0% | 18,263 | +5.0% | 0.00% | 0.0% |
| Q2 2021 | $521,000 | +6.3% | 17,398 | +4.5% | 0.00% | 0.0% |
| Q1 2021 | $490,000 | -2.4% | 16,646 | -2.3% | 0.00% | 0.0% |
| Q4 2020 | $502,000 | +45.5% | 17,033 | +37.1% | 0.00% | 0.0% |
| Q3 2020 | $345,000 | – | 12,428 | – | 0.00% | – |
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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% |