Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$68,938,088
+8.5%
1,149,160
+13.3%
0.59%
+9.6%
Q2 2023$63,533,121
+1.1%
1,014,582
+0.0%
0.54%
-14.6%
Q1 2023$62,834,632
+6.0%
1,014,280
-1.0%
0.63%
-4.0%
Q4 2022$59,302,749
+99.6%
1,024,581
+75.6%
0.66%
+75.2%
Q3 2022$29,710,000
-3.0%
583,473
+8.6%
0.38%
-10.5%
Q2 2022$30,629,000
-29.0%
537,066
-17.1%
0.42%
-23.8%
Q1 2022$43,150,000
+36.8%
648,089
+45.7%
0.55%
+23.0%
Q4 2021$31,551,000
+5.9%
444,754
+6.0%
0.45%
-10.1%
Q3 2021$29,801,000
-1.5%
419,730
+1.7%
0.50%
-11.1%
Q2 2021$30,249,000
+8.2%
412,669
+3.7%
0.56%
-2.6%
Q1 2021$27,965,000
+16.2%
397,915
+11.1%
0.57%
-9.0%
Q4 2020$24,067,000
+134.1%
358,196
+103.3%
0.63%
+103.5%
Q3 2020$10,281,000
+15.3%
176,232
+7.8%
0.31%
+12.7%
Q2 2020$8,917,000
+25.0%
163,556
+7.8%
0.28%
+16.0%
Q1 2020$7,133,000
-16.9%
151,739
+9.5%
0.24%
-21.3%
Q4 2019$8,579,000
+7.0%
138,602
-0.1%
0.30%
-1.6%
Q3 2019$8,015,000
-1.5%
138,764
-0.0%
0.31%
-3.8%
Q2 2019$8,140,000
-13.7%
138,807
-14.6%
0.32%
-22.2%
Q1 2019$9,436,000
+12.5%
162,502
+1.7%
0.41%
-1.2%
Q4 2018$8,390,000
-5.4%
159,709
+8.6%
0.41%
+3.0%
Q3 2018$8,873,000
+1.0%
147,119
+0.7%
0.40%
-4.3%
Q2 2018$8,785,000
+135.8%
146,098
+147.2%
0.42%
+46.3%
Q1 2018$3,726,000
-7.7%
59,107
-7.7%
0.29%
-8.9%
Q4 2017$4,038,000
-0.0%
64,020
-3.4%
0.32%
-5.4%
Q3 2017$4,040,000
+1.8%
66,253
-4.3%
0.33%
-5.1%
Q2 2017$3,970,000
-5.4%
69,217
-9.7%
0.35%
-11.1%
Q1 2017$4,198,000
-5.7%
76,683
-13.1%
0.40%
-12.4%
Q4 2016$4,454,000
-13.7%
88,219
-10.8%
0.45%
-16.9%
Q3 2016$5,163,000
-4.7%
98,877
-10.6%
0.54%
-10.5%
Q2 2016$5,416,000
-44.7%
110,615
-44.2%
0.61%
-50.4%
Q1 2016$9,794,000
-32.2%
198,092
-32.1%
1.22%
-53.0%
Q4 2015$14,435,000
+312.0%
291,732
+306.6%
2.61%
+109.1%
Q3 2015$3,504,000
+27.6%
71,748
+44.0%
1.25%
+27.2%
Q2 2015$2,746,000
+21.7%
49,828
+22.3%
0.98%
+16.8%
Q1 2015$2,256,000
+52.8%
40,726
+46.9%
0.84%
+50.4%
Q4 2014$1,476,000
+176.4%
27,716
+188.1%
0.56%
+168.3%
Q3 2014$534,0009,6200.21%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders