W.G. Shaheen & Associates DBA Whitney & Co - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$291,071
-4.2%
4,8520.0%0.04%0.0%
Q2 2023$303,832
-4.1%
4,852
-5.1%
0.04%
-12.0%
Q1 2023$316,794
+7.0%
5,1140.0%0.05%
-7.4%
Q4 2022$295,981
+13.8%
5,1140.0%0.05%
+5.9%
Q3 2022$260,000
-12.5%
5,114
-1.8%
0.05%
-5.6%
Q2 2022$297,000
-15.1%
5,209
-0.8%
0.05%0.0%
Q1 2022$350,000
-6.2%
5,2530.0%0.05%
-1.8%
Q4 2021$373,000
-5.1%
5,253
-5.1%
0.06%
-12.7%
Q3 2021$393,000
-14.0%
5,533
-11.2%
0.06%
-13.7%
Q2 2021$457,000
+2.0%
6,233
-2.1%
0.07%
-7.6%
Q1 2021$448,000
-20.8%
6,368
-21.0%
0.08%
-13.2%
Q4 2020$566,000
+32.6%
8,063
+10.1%
0.09%
+13.8%
Q3 2020$427,000
+13.9%
7,322
+6.5%
0.08%
+3.9%
Q2 2020$375,000
+18.3%
6,872
+2.0%
0.08%
-1.3%
Q1 2020$317,000
-39.3%
6,736
-20.1%
0.08%
-25.0%
Q4 2019$522,000
+15.2%
8,432
+12.7%
0.10%
+9.5%
Q3 2019$453,000
+22.8%
7,479
+19.0%
0.10%
+14.5%
Q2 2019$369,000
-1.6%
6,2860.0%0.08%
-2.4%
Q1 2019$375,000
+5.0%
6,2860.0%0.08%
-6.6%
Q4 2018$357,000
+21.4%
6,286
+21.4%
0.09%
+28.2%
Q3 2018$294,000
-5.5%
5,1800.0%0.07%
-14.5%
Q2 2018$311,000
-4.9%
5,1800.0%0.08%
-11.7%
Q1 2018$327,0000.0%5,1800.0%0.09%
-1.1%
Q4 2017$327,0005,1800.10%
Other shareholders
ISHARES TR shareholders Q1 2019
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