WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,003,562
+5084.2%
383,457
+5311.5%
0.08%
+1420.0%
Q2 2023$443,726
-36.1%
7,086
-36.8%
0.01%
-37.5%
Q1 2023$694,937
-22.1%
11,218
-21.2%
0.01%
-27.3%
Q4 2022$892,028
-8.6%
14,229
-24.6%
0.01%
-21.4%
Q3 2022$976,000
+10.8%
18,872
+22.0%
0.01%
+16.7%
Q2 2022$881,000
+6.8%
15,471
+27.1%
0.01%
+9.1%
Q1 2022$825,000
-55.1%
12,173
-54.3%
0.01%
-57.7%
Q4 2021$1,839,000
+80.3%
26,647
+92.1%
0.03%
+73.3%
Q3 2021$1,020,000
+17.4%
13,871
+16.3%
0.02%
+7.1%
Q2 2021$869,000
+25.6%
11,925
+23.4%
0.01%
+7.7%
Q1 2021$692,000
+41.5%
9,667
+36.6%
0.01%
+18.2%
Q4 2020$489,000
+85.9%
7,078
+63.5%
0.01%
+57.1%
Q3 2020$263,000
+5.6%
4,330
+0.7%
0.01%0.0%
Q2 2020$249,000
-86.5%
4,300
-85.6%
0.01%
-89.2%
Q4 2019$1,849,000
+15.0%
29,876
+8.2%
0.06%0.0%
Q3 2019$1,608,000
+186.1%
27,611
+187.6%
0.06%
+160.0%
Q2 2019$562,0009,6000.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders