Colonial Trust Advisors - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Colonial Trust Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,758
-4.2%
1960.0%0.00%0.0%
Q2 2023$12,274
+1.1%
1960.0%0.00%0.0%
Q1 2023$12,142
+7.0%
1960.0%0.00%0.0%
Q4 2022$11,344
+13.4%
1960.0%0.00%0.0%
Q3 2022$10,000
-95.5%
196
-93.7%
0.00%
-96.3%
Q3 2021$222,000
+9.9%
3,127
+13.6%
0.03%
+8.0%
Q2 2021$202,000
-6.9%
2,752
-11.0%
0.02%
-13.8%
Q1 2021$217,000
+4.3%
3,0920.0%0.03%0.0%
Q4 2020$208,0003,0920.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders