Allen Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Allen Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,612,790
-4.7%
576,976
-0.5%
0.51%
-5.4%
Q2 2023$36,324,672
+0.4%
580,081
-0.7%
0.54%
-11.9%
Q1 2023$36,186,172
+7.0%
584,1190.0%0.61%
+11.8%
Q4 2022$33,808,808
+11.3%
584,119
-2.1%
0.54%
+3.4%
Q3 2022$30,382,000
+35.6%
596,657
+51.9%
0.52%
+44.6%
Q2 2022$22,406,000
-16.7%
392,885
-2.8%
0.36%
+0.6%
Q1 2022$26,898,000
+1.8%
403,995
+8.5%
0.36%
+9.1%
Q4 2021$26,420,000
+6.3%
372,425
+6.4%
0.33%
-2.6%
Q3 2021$24,857,000
-0.9%
350,100
+2.3%
0.34%
+0.6%
Q2 2021$25,082,000
+5.1%
342,185
+0.8%
0.34%
-7.9%
Q1 2021$23,861,000
+33.4%
339,507
+27.6%
0.37%
+20.7%
Q4 2020$17,883,000
+22.6%
266,158
+6.4%
0.30%
+12.2%
Q3 2020$14,590,000
-4.5%
250,088
-10.8%
0.27%
-15.8%
Q2 2020$15,277,000
-3.6%
280,216
-16.9%
0.32%
-32.2%
Q1 2020$15,843,000
-41.9%
337,006
-23.4%
0.48%
-26.8%
Q4 2019$27,247,000
+6.5%
440,175
-0.6%
0.65%
-3.9%
Q3 2019$25,576,000
-35.2%
442,805
-34.2%
0.68%
-40.1%
Q2 2019$39,484,000
-4.2%
673,328
-5.2%
1.13%
-12.7%
Q1 2019$41,231,000
+10.0%
710,016
-0.5%
1.29%
-14.6%
Q4 2018$37,490,000
+2297.1%
713,695
+2651.3%
1.51%
+2698.1%
Q3 2018$1,564,00025,9400.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders