Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.

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 Q1 2023
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders