Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$21,497
+437.4%
347
+410.3%
0.00%
Q2 2022$4,000
+100.0%
68
+172.0%
0.00%
Q1 2022$2,000
-85.7%
25
-87.7%
0.00%
Q4 2021$14,000
+133.3%
204
+151.9%
0.00%
Q2 2021$6,000
-50.0%
81
-51.5%
0.00%
Q1 2021$12,000
+1100.0%
167
+595.8%
0.00%
Q4 2020$1,0000.0%240.0%0.00%
Q3 2020$1,0000.0%240.0%0.00%
Q2 2020$1,0000.0%240.0%0.00%
Q1 2020$1,0000.0%240.0%0.00%
Q4 2019$1,0000.0%240.0%0.00%
Q3 2019$1,000
-96.9%
24
-95.5%
0.00%
-100.0%
Q3 2018$32,0000.0%5290.0%0.00%0.0%
Q2 2018$32,000
-3.0%
5290.0%0.00%0.0%
Q1 2018$33,000
-15.4%
529
-14.0%
0.00%0.0%
Q4 2017$39,000
-20.4%
615
-28.2%
0.00%
-33.3%
Q2 2017$49,000
+4800.0%
856
+4935.3%
0.00%
Q4 2016$1,0000.0%170.0%0.00%
Q3 2016$1,0000.0%170.0%0.00%
Q2 2016$1,0000.0%170.0%0.00%
Q1 2016$1,0000.0%170.0%0.00%
Q4 2015$1,0000.0%170.0%0.00%
Q3 2015$1,0000.0%170.0%0.00%
Q2 2015$1,000170.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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