GREENWOOD CAPITAL ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
GREENWOOD CAPITAL ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,836,707
+1.1%
147,303
+5.5%
1.28%
+4.7%
Q2 2023$8,743,693
-1.4%
139,631
-2.5%
1.23%
-3.8%
Q1 2023$8,871,736
+7.0%
143,208
+0.0%
1.27%
-6.3%
Q4 2022$8,287,837
+10.9%
143,190
-2.4%
1.36%
+6.0%
Q3 2022$7,472,000
-4.6%
146,733
+6.9%
1.28%
+2.3%
Q2 2022$7,829,000
-38.7%
137,278
-28.5%
1.25%
-62.7%
Q1 2022$12,778,000
-19.8%
191,926
-14.5%
3.36%
+49.0%
Q4 2021$15,923,000
+34.2%
224,462
+34.3%
2.25%
+23.6%
Q3 2021$11,866,000
-18.8%
167,133
-16.2%
1.82%
-17.5%
Q2 2021$14,620,000
-28.0%
199,453
-31.0%
2.21%
-30.8%
Q1 2021$20,309,000
+21.3%
288,969
+15.9%
3.19%
+13.4%
Q4 2020$16,747,000
+63.2%
249,244
+41.7%
2.82%
+41.2%
Q3 2020$10,259,000
-6.1%
175,849
-12.3%
1.99%
-20.1%
Q2 2020$10,929,000
+243.4%
200,466
+196.1%
2.49%
+166.7%
Q1 2020$3,183,000
+91.7%
67,706
+152.4%
0.94%
+167.1%
Q4 2019$1,660,000
-73.3%
26,825
-75.0%
0.35%
-76.8%
Q3 2019$6,207,000
-22.1%
107,462
-20.9%
1.51%
-24.7%
Q2 2019$7,966,000
-36.5%
135,847
-37.1%
2.00%
-37.8%
Q1 2019$12,546,000
+9.4%
216,057
-1.0%
3.22%
+7.3%
Q4 2018$11,467,000218,2903.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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