Roundview Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 694 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,167,302
-0.4%
17,2780.0%0.09%
-4.2%
Q1 2024$1,172,486
+4.5%
17,2780.0%0.10%
-6.8%
Q4 2023$1,121,861
+8.2%
17,2780.0%0.10%
-1.0%
Q3 2023$1,036,508
-4.2%
17,2780.0%0.10%
-1.9%
Q2 2023$1,081,949
+1.1%
17,2780.0%0.11%
-5.4%
Q1 2023$1,070,373
+7.0%
17,2780.0%0.11%
-1.8%
Q4 2022$1,000,05117,2780.11%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders