IMA Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 330 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$3,000
-25.0%
700.0%0.00%0.0%
Q4 2019$4,0000.0%700.0%0.00%
-50.0%
Q3 2019$4,0000.0%700.0%0.00%
+100.0%
Q2 2019$4,0000.0%700.0%0.00%
-50.0%
Q1 2019$4,0000.0%70
-5.4%
0.00%0.0%
Q4 2018$4,000
-93.4%
74
-92.7%
0.00%
-91.7%
Q3 2018$61,000
-7.6%
1,016
-6.9%
0.02%
-11.1%
Q2 2018$66,0001,0910.03%
Other shareholders
ISHARES TR shareholders Q3 2019
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