JACOBSON & SCHMITT ADVISORS, 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
JACOBSON & SCHMITT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$368,039
-6.8%
6,135
-2.7%
0.10%
-6.2%
Q2 2023$395,007
+44.8%
6,308
+43.3%
0.11%
+43.6%
Q1 2023$272,704
+122739.6%
4,402
+0.8%
0.08%
+9.9%
Q4 2022$222
-99.9%
4,3690.0%0.07%0.0%
Q3 2022$222,000
-6.7%
4,369
+4.9%
0.07%
-4.1%
Q2 2022$238,000
-14.1%
4,166
+0.1%
0.07%
+2.8%
Q1 2022$277,000
-0.7%
4,163
+5.7%
0.07%
+5.9%
Q4 2021$279,000
-15.7%
3,937
-15.4%
0.07%
-25.3%
Q3 2021$331,000
-8.3%
4,656
-5.5%
0.09%
-10.8%
Q2 2021$361,000
-6.0%
4,928
-9.9%
0.10%
-17.7%
Q1 2021$384,000
+31.5%
5,469
+26.0%
0.12%
+25.3%
Q4 2020$292,000
+12.3%
4,339
+3.3%
0.10%
-23.3%
Q4 2019$260,000
-30.5%
4,201
-35.1%
0.13%
-38.3%
Q3 2019$374,000
-12.4%
6,470
-11.2%
0.21%
-15.4%
Q2 2019$427,000
-52.1%
7,282
-52.6%
0.25%
-13.3%
Q1 2019$891,000
+128.5%
15,348
+106.6%
0.28%
+1.1%
Q4 2018$390,000
-11.8%
7,428
+1.4%
0.28%
+2.2%
Q3 2018$442,000
+7.5%
7,329
+7.2%
0.28%
+1.5%
Q2 2018$411,000
-3.7%
6,836
+0.8%
0.27%
-5.9%
Q1 2018$427,000
+4.1%
6,781
+4.2%
0.29%
+4.3%
Q4 2017$410,000
+9.9%
6,506
+6.4%
0.28%
+11.7%
Q3 2017$373,000
+15.8%
6,112
+8.7%
0.25%
+13.8%
Q2 2017$322,000
+29.8%
5,622
+24.3%
0.22%
+26.0%
Q1 2017$248,0004,5230.17%
Other shareholders
ISHARES TR shareholders Q4 2020
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