RKL Wealth Management LLC - 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
RKL Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$204,000
+1.5%
2,881
+1.9%
0.02%
-7.7%
Q3 2021$201,000
-2.9%
2,828
-0.0%
0.03%0.0%
Q2 2021$207,000
-7.6%
2,829
-11.4%
0.03%
-13.3%
Q1 2021$224,000
+4.2%
3,1930.0%0.03%0.0%
Q4 2020$215,000
+5.9%
3,193
-2.9%
0.03%
-16.7%
Q4 2019$203,000
-24.5%
3,287
-35.8%
0.04%
-41.9%
Q4 2018$269,000
-26.9%
5,118
-16.1%
0.06%
-20.5%
Q3 2018$368,000
+0.3%
6,0990.0%0.08%
-6.0%
Q2 2018$367,000
-4.4%
6,099
+0.0%
0.08%
-8.8%
Q1 2018$384,000
-6.1%
6,098
-5.9%
0.09%
-9.9%
Q4 2017$409,000
+10.2%
6,483
+6.4%
0.10%
-2.9%
Q3 2017$371,000
+20.1%
6,092
+13.2%
0.10%
+6.1%
Q2 2017$309,0005,3820.10%
Other shareholders
ISHARES TR shareholders Q4 2020
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