Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,798,489
+11.9%
46,649
+16.9%
0.32%
+14.1%
Q2 2023$2,499,845
+1.2%
39,921
+0.1%
0.28%
+9.2%
Q1 2023$2,471,421
+118319.8%
39,894
+10.6%
0.26%
+17.6%
Q4 2022$2,087
-99.9%
36,069
-17.8%
0.22%
-16.9%
Q3 2022$2,235,000
-13.3%
43,892
-2.9%
0.27%
-7.3%
Q2 2022$2,578,000
-57.7%
45,196
-49.0%
0.29%
-3.4%
Q1 2022$6,092,000
+98.8%
88,666
+105.2%
0.30%
-2.0%
Q4 2021$3,065,000
-0.4%
43,206
-0.4%
0.30%
-13.9%
Q3 2021$3,078,000
+26.6%
43,359
+25.3%
0.35%0.0%
Q2 2021$2,432,0000.0%34,6050.0%0.35%
-19.3%
Q1 2021$2,432,000
+12.5%
34,605
+7.5%
0.44%
+1.9%
Q4 2020$2,162,000
+74.1%
32,177
+51.2%
0.43%
+40.3%
Q3 2020$1,242,000
+34.9%
21,281
+26.0%
0.30%
+7.4%
Q2 2020$921,000
-26.6%
16,890
-36.7%
0.28%
-36.5%
Q1 2020$1,254,000
-3.3%
26,666
+27.2%
0.45%
+24.9%
Q4 2019$1,297,000
+22.1%
20,957
+13.9%
0.36%
+4.7%
Q3 2019$1,062,000
+71.0%
18,394
+73.7%
0.34%
+86.9%
Q2 2019$621,000
+3.2%
10,592
+2.2%
0.18%
+0.5%
Q1 2019$602,000
+5.2%
10,364
-4.9%
0.18%
+4.0%
Q4 2018$572,000
-77.0%
10,896
-72.4%
0.18%
-64.1%
Q1 2018$2,490,000
+61.9%
39,506
+47.3%
0.49%
+50.6%
Q2 2017$1,538,000
+78.6%
26,817
+70.5%
0.32%
+63.6%
Q1 2017$861,00015,7300.20%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 579,715$42,644,00025.72%
Acorns Advisers, LLC 15,847,773$1,161,642,00022.88%
Newman & Schimel, LLC 491,336$36,015,00022.63%
AlphaCore Capital LLC 568,957$41,705,00022.28%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,223,000$456,144,00020.42%
Brightworth 2,614,725$191,659,00016.38%
KEMPER Corp 1,213,087$88,919,00014.95%
Hardy Reed LLC 1,083,219$79,400,00014.12%
AAF Wealth Management, LLC 232,400$17,041,00013.15%
ESL Trust Services, LLC 596,495$43,723,00013.01%
View complete list of ISHARES TR shareholders