MAI Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$443,791
-11.3%
7,398
-7.4%
0.01%0.0%
Q2 2023$500,443
+68.2%
7,992
+66.4%
0.01%
+40.0%
Q1 2023$297,484
+18.7%
4,802
+11.0%
0.01%
+25.0%
Q4 2022$250,525
+6.2%
4,328
-6.4%
0.00%0.0%
Q3 2022$236,000
-10.6%
4,626
+0.0%
0.00%
-20.0%
Q2 2022$264,000
-14.3%
4,625
+0.1%
0.01%0.0%
Q1 2022$308,000
+2.0%
4,619
+8.5%
0.01%0.0%
Q4 2021$302,000
+19.4%
4,259
+19.7%
0.01%0.0%
Q3 2021$253,000
-3.1%
3,5590.0%0.01%0.0%
Q2 2021$261,000
+4.4%
3,5590.0%0.01%
-16.7%
Q1 2021$250,000
-5.7%
3,559
-9.9%
0.01%
-14.3%
Q4 2020$265,000
+15.7%
3,950
+0.5%
0.01%0.0%
Q3 2020$229,000
-12.9%
3,930
-18.4%
0.01%
-12.5%
Q2 2020$263,0004,8190.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders