Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 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 Q4 2021
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