Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,022
-1.3%
16,323
-2.3%
0.09%
+7.1%
Q1 2023$1,035
-100.0%
16,710
+20.1%
0.08%
+20.0%
Q4 2022$804,973,960
+97001.8%
13,908
-14.6%
0.07%
-13.6%
Q3 2022$829,000
-13.7%
16,286
-3.5%
0.08%
-16.5%
Q2 2022$961,000
-5.4%
16,876
+10.6%
0.10%
+14.1%
Q1 2022$1,016,000
-8.3%
15,254
-1.9%
0.08%
-9.6%
Q4 2021$1,108,000
+1.9%
15,543
+1.5%
0.09%
-21.7%
Q3 2021$1,087,000
-2.1%
15,315
-13.9%
0.12%
-23.1%
Q2 2021$1,110,00017,7870.16%
Other shareholders
ISHARES TR shareholders Q3 2023
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