SVA Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
SVA Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$11,100,000
+13.9%
165,201
-1.1%
0.97%
+0.2%
Q3 2020$9,747,000
+6.2%
167,077
-0.7%
0.97%
-1.4%
Q2 2020$9,175,000
+26.0%
168,292
+8.7%
0.98%
+17.4%
Q1 2020$7,279,000
-33.4%
154,849
-12.2%
0.84%
-16.6%
Q4 2019$10,923,000
+38.9%
176,464
+29.6%
1.00%
+29.7%
Q3 2019$7,865,000
+0.6%
136,167
+2.1%
0.77%
+0.3%
Q2 2019$7,821,000
+0.3%
133,381
-0.6%
0.77%
+2.3%
Q1 2019$7,796,000
+11.5%
134,245
+0.8%
0.75%
-4.3%
Q4 2018$6,994,000
+165.7%
133,137
+205.1%
0.79%
+194.8%
Q3 2018$2,632,000
+55.8%
43,634
+55.3%
0.27%
+46.7%
Q2 2018$1,689,000
+254.1%
28,097
+259.3%
0.18%
+208.5%
Q1 2018$477,000
-37.8%
7,819
-35.7%
0.06%
-34.4%
Q4 2017$767,000
+60.8%
12,155
+55.5%
0.09%
+52.5%
Q3 2017$477,000
+7.4%
7,819
+1.1%
0.06%
+1.7%
Q2 2017$444,000
+5.5%
7,732
+0.6%
0.06%
+1.8%
Q1 2017$421,0007,6870.06%
Other shareholders
ISHARES TR shareholders Q1 2021
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