Tanglewood Wealth Management, Inc. - 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
Tanglewood Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$63,687,000
-1.5%
897,757
-1.4%
10.56%
-8.0%
Q3 2021$64,636,000
-7.7%
910,360
-4.7%
11.48%
-8.5%
Q2 2021$70,036,000
+2.7%
955,470
-1.5%
12.54%
-7.6%
Q1 2021$68,174,000
-7.1%
970,032
-11.2%
13.56%
-12.1%
Q4 2020$73,419,000
+26.5%
1,092,712
+9.8%
15.44%
+16.6%
Q3 2020$58,060,000
+10.2%
995,200
+3.0%
13.24%
-11.2%
Q2 2020$52,701,000
+74.1%
966,639
+50.1%
14.91%
+153.9%
Q1 2020$30,278,000
+4164.5%
644,078
+5513.9%
5.87%
+4187.6%
Q4 2019$710,000
+33.5%
11,473
+24.5%
0.14%
+18.1%
Q3 2019$532,000
-5.2%
9,213
-3.8%
0.12%
-14.1%
Q2 2019$561,000
-98.1%
9,572
-97.6%
0.14%
-97.9%
Q1 2019$29,222,000
+3892.1%
405,856
+2811.9%
6.42%
+3390.8%
Q4 2018$732,00013,9380.18%
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