Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,632,502
-9.6%
43,882
-5.6%
0.10%
-5.7%
Q2 2023$2,911,851
+20.2%
46,500
+18.9%
0.10%
+31.2%
Q1 2023$2,422,065
+4.2%
39,097
-2.6%
0.08%
-3.6%
Q4 2022$2,323,440
+5.6%
40,142
-7.1%
0.08%
-1.2%
Q3 2022$2,200,000
-18.4%
43,205
-8.6%
0.08%
-10.6%
Q2 2022$2,697,000
-14.9%
47,295
-0.7%
0.09%
-1.1%
Q1 2022$3,170,000
-15.6%
47,612
-10.0%
0.10%
-9.5%
Q4 2021$3,754,000
-8.6%
52,914
-8.6%
0.10%
-15.3%
Q3 2021$4,109,000
-5.1%
57,875
-2.0%
0.12%
-3.9%
Q2 2021$4,328,000
+2.7%
59,039
-1.5%
0.13%
-4.4%
Q1 2021$4,213,000
+13.0%
59,950
+8.1%
0.14%
+6.3%
Q4 2020$3,728,000
+17.6%
55,481
+2.1%
0.13%
+1.6%
Q3 2020$3,170,000
-2.8%
54,338
-9.1%
0.12%
-12.6%
Q2 2020$3,260,000
+8.3%
59,803
-6.6%
0.14%
-20.1%
Q1 2020$3,011,000
-33.8%
64,043
-12.8%
0.18%
-6.8%
Q4 2019$4,548,000
-8.7%
73,479
-14.8%
0.19%
-19.7%
Q3 2019$4,984,000
+1.6%
86,285
+3.1%
0.24%
-5.5%
Q2 2019$4,906,000
-15.5%
83,671
-16.3%
0.25%
-23.1%
Q1 2019$5,803,000
+27.8%
99,929
+15.6%
0.33%
-0.3%
Q4 2018$4,540,000
-14.0%
86,422
-1.3%
0.33%
+6.1%
Q3 2018$5,282,000
-0.2%
87,576
-0.5%
0.31%
-12.1%
Q2 2018$5,294,000
-7.8%
88,042
-3.3%
0.35%
-15.7%
Q1 2018$5,741,000
+26.1%
91,070
+26.2%
0.42%
+19.7%
Q4 2017$4,551,000
+28.3%
72,146
+24.0%
0.35%
+19.8%
Q3 2017$3,547,000
+55.9%
58,173
+46.7%
0.29%
+36.9%
Q2 2017$2,275,000
+22.6%
39,667
+17.1%
0.21%
+18.9%
Q1 2017$1,855,000
+93.6%
33,885
+78.5%
0.18%
+71.4%
Q4 2016$958,000
+19.2%
18,982
+23.2%
0.10%
+10.5%
Q3 2016$804,000
+5.2%
15,405
-1.3%
0.10%
-5.0%
Q2 2016$764,000
+12.7%
15,614
+13.9%
0.10%
+7.5%
Q1 2016$678,000
-6.4%
13,709
-6.3%
0.09%
-7.9%
Q4 2015$724,000
+8.4%
14,623
+6.9%
0.10%
-4.7%
Q3 2015$668,000
-52.3%
13,674
-46.2%
0.11%
-45.1%
Q2 2015$1,400,000
-16.7%
25,409
-16.3%
0.19%
-13.5%
Q1 2015$1,681,000
+272.7%
30,350
+258.5%
0.22%
+271.7%
Q4 2014$451,0008,4660.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders