Homrich & Berg - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 179 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Homrich & Berg ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$6,560,000
-3.5%
92,388
-0.4%
0.15%
-7.0%
Q2 2021$6,800,000
+2.8%
92,773
-1.5%
0.16%
-7.6%
Q1 2021$6,617,000
+6.1%
94,147
+1.5%
0.17%
-3.4%
Q4 2020$6,234,000
+12.0%
92,778
-2.7%
0.18%
-7.3%
Q3 2020$5,565,000
+3.1%
95,396
-3.7%
0.19%
-12.0%
Q2 2020$5,400,000
-4.3%
99,043
-17.5%
0.22%
-32.0%
Q1 2020$5,643,000
-73.0%
120,029
-64.4%
0.32%
-67.1%
Q4 2019$20,893,000
+6.0%
337,529
-1.1%
0.97%
-4.3%
Q3 2019$19,704,000
-3.1%
341,128
-1.7%
1.02%
-5.7%
Q2 2019$20,339,000
+2.0%
346,854
+1.0%
1.08%
+3.7%
Q1 2019$19,949,000
+0.8%
343,542
-8.8%
1.04%
-11.1%
Q4 2018$19,796,000
+1085.4%
376,845
+1261.3%
1.17%
+1055.4%
Q3 2018$1,670,000
+5.9%
27,683
+5.6%
0.10%
-12.2%
Q2 2018$1,577,000
+13.3%
26,222
+18.8%
0.12%
+18.6%
Q1 2018$1,392,000
+2.5%
22,081
+2.6%
0.10%
+4.3%
Q4 2017$1,358,000
+3.4%
21,528
-0.0%
0.09%
-10.6%
Q3 2017$1,313,000
+8.4%
21,530
+2.0%
0.10%
-1.9%
Q2 2017$1,211,000
+6.3%
21,115
+1.5%
0.11%
+8.2%
Q1 2017$1,139,000
+34.2%
20,795
+23.7%
0.10%
+27.3%
Q4 2016$849,000
-8.6%
16,809
-5.5%
0.08%
-9.4%
Q3 2016$929,000
+54.3%
17,790
+44.8%
0.08%
+49.1%
Q2 2016$602,000
+4.7%
12,288
+5.7%
0.06%0.0%
Q1 2016$575,000
-10.0%
11,624
-10.0%
0.06%
-1.7%
Q4 2015$639,000
+40.4%
12,918
+38.7%
0.06%
+20.8%
Q3 2015$455,000
+8.1%
9,313
+22.0%
0.05%
+17.1%
Q2 2015$421,000
+48.2%
7,636
+48.8%
0.04%
+46.4%
Q1 2015$284,0005,1310.03%
Other shareholders
ISHARES TR shareholders Q3 2017
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