LYNCH & ASSOCIATES/IN - 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
LYNCH & ASSOCIATES/IN ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$661,564
-59.4%
10,679
-62.1%
0.17%
-59.2%
Q4 2022$1,629,380
+9.8%
28,151
-3.4%
0.43%
-1.8%
Q3 2022$1,484,000
-14.5%
29,142
-4.2%
0.43%
-8.1%
Q2 2022$1,735,000
-13.6%
30,423
+0.9%
0.47%
-2.9%
Q1 2022$2,007,000
-2.6%
30,144
+3.8%
0.49%0.0%
Q4 2021$2,060,000
+4.3%
29,036
+4.4%
0.49%
-5.1%
Q3 2021$1,975,000
+0.2%
27,819
+3.4%
0.51%
+1.2%
Q2 2021$1,972,000
+9.9%
26,904
+5.3%
0.51%
+4.3%
Q1 2021$1,795,000
+12.1%
25,541
+7.2%
0.48%
+11.2%
Q4 2020$1,601,000
+16.0%
23,828
+0.8%
0.44%
+5.6%
Q3 2020$1,380,000
+4.1%
23,648
-2.7%
0.41%
-3.7%
Q2 2020$1,326,000
+28.7%
24,313
+11.0%
0.43%
+13.5%
Q1 2020$1,030,000
-25.1%
21,912
-1.4%
0.38%
-4.3%
Q4 2019$1,376,000
+10.6%
22,224
+3.2%
0.40%
+3.9%
Q3 2019$1,244,000
+1.0%
21,531
+2.5%
0.38%
-5.0%
Q2 2019$1,232,000
+5.3%
21,011
+4.3%
0.40%
+3.1%
Q1 2019$1,170,000
+27.6%
20,153
+15.5%
0.39%
+13.5%
Q4 2018$917,000
-21.0%
17,453
-9.3%
0.34%
-12.8%
Q3 2018$1,161,000
+4.5%
19,245
+4.2%
0.39%
-2.5%
Q2 2018$1,111,000
-3.9%
18,470
+0.7%
0.40%
-9.0%
Q1 2018$1,156,00018,3420.44%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders