Boston Standard Wealth Management, LLC - 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
Boston Standard Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$549,0000.0%9,1580.0%0.14%0.0%
Q3 2023$549,000
-4.2%
9,1580.0%0.14%
-1.4%
Q2 2023$573,000
+2.5%
9,158
+1.6%
0.15%
-8.1%
Q1 2023$559,000
+7.1%
9,0170.0%0.16%
+3.2%
Q4 2022$522,000
-99.9%
9,017
-3.8%
0.16%
-3.1%
Q3 2022$477,000,000
+3.0%
9,374
+15.4%
0.16%
+7.4%
Q2 2022$463,000,000
-13.0%
8,126
+1.6%
0.15%
-2.6%
Q1 2022$532,000,000
-6.0%
7,995
+0.1%
0.15%
-3.2%
Q4 2021$566,000,000
+1.6%
7,985
+1.8%
0.16%
-4.8%
Q3 2021$557,000,000
-3.1%
7,8410.0%0.17%
-4.6%
Q2 2021$575,000,000
+5.5%
7,841
+1.1%
0.17%
-1.7%
Q1 2021$545,000,000
+4.6%
7,7530.0%0.18%
-8.8%
Q4 2020$521,000,000
+16.3%
7,753
+1.1%
0.19%
+2.6%
Q3 2020$448,000,000
+7.2%
7,6710.0%0.19%0.0%
Q2 2020$418,000,000
+22.9%
7,671
+1.0%
0.19%
+2.2%
Q1 2020$340,000,000
-27.7%
7,598
+0.0%
0.18%
-11.9%
Q4 2019$470,000,000
+8.8%
7,597
+1.6%
0.21%
+1.0%
Q3 2019$432,000,000
-2.5%
7,4790.0%0.21%
-4.1%
Q2 2019$443,000,000
+2.3%
7,479
+1.6%
0.22%
-3.6%
Q1 2019$433,000,000
+11.9%
7,3610.0%0.22%
-2.2%
Q4 2018$387,000,0007,3610.23%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders