BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 369 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,331,367
-4.1%
238,896
+0.1%
0.20%
-4.7%
Q2 2023$14,939,524
+8.2%
238,574
-0.0%
0.21%
-15.1%
Q1 2023$13,809,9250.0%238,5960.0%0.25%0.0%
Q4 2022$13,809,925
+10.2%
238,596
-3.1%
0.25%
-2.0%
Q3 2022$12,535,000
+103.2%
246,164
+127.6%
0.26%
+109.8%
Q2 2022$6,168,000
+22.1%
108,160
+42.5%
0.12%
+22.0%
Q1 2022$5,052,000
+183.0%
75,882
+201.5%
0.10%
+194.1%
Q4 2021$1,785,000
+172.9%
25,165
+173.4%
0.03%
+161.5%
Q3 2021$654,000
-0.9%
9,205
+2.3%
0.01%
-18.8%
Q2 2021$660,000
+5.4%
9,001
+1.0%
0.02%
-48.4%
Q1 2021$626,000
+4.2%
8,913
-0.4%
0.03%
-3.1%
Q4 2020$601,000
+15.6%
8,948
+0.5%
0.03%
-20.0%
Q3 2020$520,000
+10.2%
8,905
+2.8%
0.04%
-11.1%
Q2 2020$472,000
+16.5%
8,660
+0.4%
0.04%
+15.4%
Q1 2020$405,0008,6250.04%
Other shareholders
ISHARES TR shareholders Q2 2020
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