WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.

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 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