JMG Financial Group, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 553 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
JMG Financial Group, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$796,397
-0.4%
11,7880.0%0.03%
-3.2%
Q1 2024$799,934
+4.5%
11,7880.0%0.03%
-3.1%
Q4 2023$765,395
+8.2%
11,7880.0%0.03%
-5.9%
Q3 2023$707,162
+95721.4%
11,7880.0%0.03%
-2.9%
Q2 2023$738
+4.5%
11,788
+3.5%
0.04%
-2.8%
Q1 2023$706
+7.1%
11,3900.0%0.04%0.0%
Q4 2022$659
-99.9%
11,3900.0%0.04%
-5.3%
Q3 2022$580,000
-10.8%
11,3900.0%0.04%
-5.0%
Q2 2022$650,000
-14.2%
11,3900.0%0.04%
+5.3%
Q1 2022$758,000
-6.2%
11,3900.0%0.04%
-7.3%
Q4 2021$808,000
-0.1%
11,3900.0%0.04%
-8.9%
Q3 2021$809,000
-3.1%
11,3900.0%0.04%
-4.3%
Q2 2021$835,000
+4.4%
11,3900.0%0.05%
-4.1%
Q1 2021$800,000
+4.6%
11,3900.0%0.05%
-7.5%
Q4 2020$765,000
+15.2%
11,3900.0%0.05%
-1.9%
Q3 2020$664,000
+6.9%
11,3900.0%0.05%0.0%
Q2 2020$621,000
+16.1%
11,3900.0%0.05%
-5.3%
Q1 2020$535,000
-24.1%
11,3900.0%0.06%
-17.4%
Q4 2019$705,000
+7.1%
11,3900.0%0.07%0.0%
Q3 2019$658,000
-1.5%
11,3900.0%0.07%
-4.2%
Q2 2019$668,000
+1.1%
11,3900.0%0.07%
-6.5%
Q1 2019$661,000
+10.5%
11,3900.0%0.08%
+11.6%
Q4 2018$598,000
-13.0%
11,3900.0%0.07%
-4.2%
Q3 2018$687,000
+0.3%
11,3900.0%0.07%
-4.0%
Q2 2018$685,000
-4.6%
11,3900.0%0.08%
-11.8%
Q1 2018$718,0000.0%11,3900.0%0.08%0.0%
Q4 2017$718,00011,3900.08%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders