ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,455 | -34.1% | 12,478 | -32.5% | 0.01% | -30.8% |
| Q2 2023 | $469,295 | -20.2% | 18,498 | -20.5% | 0.01% | -23.5% |
| Q1 2023 | $588,134 | +44.1% | 23,274 | +40.3% | 0.02% | +13.3% |
| Q4 2022 | $408,108 | -33.5% | 16,583 | -35.4% | 0.02% | -80.3% |
| Q3 2022 | $614,000 | -19.4% | 25,671 | -17.0% | 0.08% | +137.5% |
| Q2 2022 | $762,000 | -15.6% | 30,936 | -4.9% | 0.03% | 0.0% |
| Q1 2022 | $903,000 | -24.2% | 32,516 | -18.2% | 0.03% | -25.6% |
| Q4 2021 | $1,192,000 | -2.9% | 39,757 | -2.5% | 0.04% | -10.4% |
| Q3 2021 | $1,227,000 | +48.4% | 40,767 | +47.8% | 0.05% | +41.2% |
| Q2 2021 | $827,000 | +0.4% | 27,589 | -2.1% | 0.03% | -12.8% |
| Q1 2021 | $824,000 | – | 28,168 | – | 0.04% | – |
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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% |