B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,966,317
+10.5%
32,777
+15.4%
0.05%
+32.5%
Q2 2023$1,779,252
+16.7%
28,413
+15.4%
0.04%
-2.4%
Q1 2023$1,524,892
+6.3%
24,615
-0.7%
0.04%
+2.5%
Q4 2022$1,434,643
+88.8%
24,787
+66.1%
0.04%
+73.9%
Q3 2022$760,000
-18.0%
14,920
-8.2%
0.02%
-41.0%
Q2 2022$927,000
+47.4%
16,245
+72.3%
0.04%
+85.7%
Q1 2022$629,000
-16.4%
9,427
-10.9%
0.02%
-4.5%
Q4 2021$752,000
+118.6%
10,585
+118.7%
0.02%
+100.0%
Q3 2021$344,000
+4.9%
4,841
+8.6%
0.01%0.0%
Q2 2021$328,000
+5.1%
4,459
+1.1%
0.01%0.0%
Q1 2021$312,000
-16.6%
4,409
-31.5%
0.01%
-76.6%
Q1 2019$374,000
+48.4%
6,433
+34.3%
0.05%
+30.6%
Q4 2018$252,0004,7890.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders