FINANCIAL CONSULATE, INC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$368,587
-38.7%
5,886
-39.4%
0.16%
-25.7%
Q1 2023$601,343
+0.2%
9,707
-6.4%
0.21%0.0%
Q4 2022$600,210
-42.8%
10,370
-49.7%
0.21%
-52.6%
Q3 2022$1,050,000
-20.3%
20,630
-10.7%
0.44%
-28.3%
Q2 2022$1,318,000
-26.3%
23,107
-13.9%
0.62%
-10.0%
Q1 2022$1,788,000
-8.0%
26,852
-2.0%
0.69%
+1.9%
Q4 2021$1,943,000
+4.1%
27,390
+4.2%
0.67%
-0.4%
Q3 2021$1,867,000
-4.5%
26,298
-1.4%
0.68%
-4.0%
Q2 2021$1,955,000
+5.2%
26,672
+0.9%
0.70%
-6.5%
Q1 2021$1,858,000
+3.7%
26,441
-0.8%
0.75%
-2.5%
Q4 2020$1,791,000
+13.6%
26,654
-1.4%
0.77%
+3.2%
Q3 2020$1,576,000
+7.9%
27,020
+0.9%
0.75%
+0.9%
Q2 2020$1,460,000
+16.7%
26,778
+0.6%
0.74%
-0.1%
Q1 2020$1,251,000
-28.9%
26,616
-6.3%
0.74%
-4.4%
Q4 2019$1,759,000
+3.5%
28,411
-3.5%
0.78%
+5.0%
Q3 2019$1,700,000
+1.6%
29,434
+3.1%
0.74%
-1.7%
Q2 2019$1,674,000
-2.2%
28,543
-3.1%
0.75%
-3.7%
Q1 2019$1,711,000
+111.8%
29,464
+91.4%
0.78%
+61.2%
Q4 2018$808,000
-25.3%
15,390
-14.2%
0.48%
-21.1%
Q3 2018$1,082,000
+34.1%
17,945
+33.7%
0.62%
+50.4%
Q2 2018$807,000
+18.3%
13,422
+24.1%
0.41%
+13.3%
Q1 2018$682,000
+23.1%
10,814
+23.1%
0.36%
+27.6%
Q4 2017$554,000
-0.9%
8,788
-4.1%
0.28%
-6.9%
Q3 2017$559,000
-18.4%
9,164
-23.3%
0.30%
-24.6%
Q2 2017$685,000
+22.1%
11,949
+16.6%
0.40%
+12.6%
Q1 2017$561,000
+163.4%
10,252
+135.7%
0.36%
+119.6%
Q2 2016$213,000
-52.2%
4,349
-51.8%
0.16%
-46.7%
Q1 2016$446,000
-0.4%
9,023
-0.4%
0.31%
-4.1%
Q4 2015$448,0009,0620.32%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders