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. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders