AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,727,280
+6.7%
45,462
+11.4%
0.03%
+6.9%
Q2 2023$2,556,533
+1.1%
40,826
+0.0%
0.03%
-6.5%
Q1 2023$2,528,501
+12.9%
40,815
+5.5%
0.03%
+3.3%
Q4 2022$2,240,109
+162.0%
38,703
+130.5%
0.03%
+130.8%
Q3 2022$855,000
-19.1%
16,790
-9.4%
0.01%
-18.8%
Q2 2022$1,057,000
-19.3%
18,541
-5.9%
0.02%
-11.1%
Q1 2022$1,310,000
+41.2%
19,711
+50.7%
0.02%
+28.6%
Q4 2021$928,000
-18.1%
13,077
-18.0%
0.01%
-26.3%
Q3 2021$1,133,000
-14.2%
15,943
-11.5%
0.02%
-20.8%
Q2 2021$1,321,000
-10.9%
18,011
-14.4%
0.02%
-25.0%
Q1 2021$1,483,000
+25.1%
21,046
+19.5%
0.03%
+14.3%
Q4 2020$1,185,000
-9.9%
17,613
-21.4%
0.03%
+33.3%
Q3 2020$1,315,000
+236.3%
22,399
+212.7%
0.02%
+90.9%
Q2 2020$391,000
-16.8%
7,162
-28.5%
0.01%
-21.4%
Q1 2020$470,000
-49.4%
10,015
-33.0%
0.01%
-36.4%
Q4 2019$929,000
+14.1%
14,950
+5.8%
0.02%
-33.3%
Q3 2019$814,000
+13.7%
14,128
+15.6%
0.03%
+3.1%
Q2 2019$716,000
+10.5%
12,218
+9.4%
0.03%
-5.9%
Q1 2019$648,000
+178.1%
11,165
+152.7%
0.03%
-12.8%
Q4 2018$233,0004,4180.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders