WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,739,588
-4.4%
62,337
-0.2%
0.46%
-0.9%
Q2 2023$3,910,109
+1.5%
62,442
+0.4%
0.46%
-3.7%
Q1 2023$3,853,319
+10.3%
62,200
-9.4%
0.48%
-4.6%
Q3 2022$3,494,000
-1.1%
68,621
+8.5%
0.50%
+7.0%
Q2 2022$3,533,000
-11.6%
63,234
-0.7%
0.47%
-3.9%
Q1 2022$3,995,000
-1.5%
63,649
+11.3%
0.49%
+5.8%
Q4 2021$4,057,000
+3.4%
57,188
+3.5%
0.46%
-12.3%
Q3 2021$3,924,000
+1.4%
55,264
+3.3%
0.53%
-6.9%
Q2 2021$3,868,000
+4.1%
53,518
+1.3%
0.57%
-5.7%
Q1 2021$3,714,000
+1.5%
52,848
+1.9%
0.60%
-4.6%
Q4 2020$3,659,000
+24.4%
51,866
+2.8%
0.63%
+6.1%
Q3 2020$2,942,000
+8.2%
50,429
+1.1%
0.59%
-9.7%
Q2 2020$2,718,000
+12.7%
49,859
-2.8%
0.66%
+16.5%
Q1 2020$2,411,000
+131.8%
51,290
+205.1%
0.56%
+165.3%
Q4 2019$1,040,000
+6.9%
16,811
-0.2%
0.21%
-2.7%
Q3 2019$973,000
+6.8%
16,850
+8.5%
0.22%
+3.8%
Q2 2019$911,000
+5.3%
15,536
+4.2%
0.21%
+2.4%
Q1 2019$865,000
+8.8%
14,905
-1.6%
0.21%
+6.7%
Q4 2018$795,000
+93.0%
15,140
+121.2%
0.19%
+93.0%
Q3 2018$412,000
+1.2%
6,844
+0.9%
0.10%
-5.7%
Q2 2018$407,000
+1.5%
6,782
+6.6%
0.11%
-2.8%
Q1 2018$401,000
-0.5%
6,362
-0.5%
0.11%
+1.9%
Q4 2017$403,000
+0.5%
6,392
-2.9%
0.11%
-4.5%
Q3 2017$401,000
+17.6%
6,581
+10.7%
0.11%
+16.7%
Q2 2017$341,000
+8.9%
5,946
+3.8%
0.10%
+2.1%
Q1 2017$313,000
+10.6%
5,731
+2.2%
0.09%0.0%
Q4 2016$283,000
+0.7%
5,609
+4.2%
0.09%
-2.1%
Q3 2016$281,000
+9.3%
5,385
+2.3%
0.10%
-4.0%
Q2 2016$257,000
-5.5%
5,265
-4.4%
0.10%
+9.9%
Q1 2016$272,000
+9.2%
5,510
+9.3%
0.09%
+4.6%
Q4 2015$249,000
+6.0%
5,039
+4.7%
0.09%
-11.2%
Q3 2015$235,000
+4.4%
4,815
+17.4%
0.10%
+11.4%
Q2 2015$225,000
+5.1%
4,100
+5.8%
0.09%
+46.7%
Q1 2015$214,0003,8750.06%
Other shareholders
ISHARES TR shareholders Q4 2020
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