Strategic Point Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Strategic Point Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,799,513
-2.5%
196,691
+1.8%
2.52%
+1.5%
Q2 2023$12,096,932
+4085.8%
193,180
+3749.7%
2.48%
+5178.7%
Q3 2020$289,0000.0%5,0180.0%0.05%
-50.5%
Q2 2020$289,000
-63.6%
5,018
-70.3%
0.10%
-72.1%
Q1 2020$793,000
-96.0%
16,874
-94.7%
0.34%
-95.3%
Q4 2019$19,649,000
+6.9%
317,440
-0.2%
7.18%
-0.2%
Q3 2019$18,377,000
-1.5%
318,177
+0.0%
7.19%
-9.1%
Q2 2019$18,652,000
+136.6%
318,089
+134.3%
7.91%
+123.6%
Q1 2019$7,883,000
+4.3%
135,751
-5.7%
3.54%
-1.1%
Q4 2018$7,561,000
-8.3%
143,951
+5.3%
3.58%
+1689.5%
Q3 2018$8,244,000
+2.0%
136,699
+1.7%
0.20%
-93.7%
Q2 2018$8,079,000
-4.5%
134,359
+0.1%
3.17%
-8.7%
Q1 2018$8,457,000
+22.3%
134,164
+22.4%
3.47%
+28.1%
Q4 2017$6,914,000
-6.2%
109,609
-9.3%
2.71%
-1.4%
Q3 2017$7,372,000
+8.0%
120,904
+1.6%
2.75%
+3.2%
Q2 2017$6,824,000118,9852.66%
Other shareholders
ISHARES TR shareholders Q3 2023
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