Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,942,000
-11.0%
32,371
-7.0%
0.12%0.0%
Q2 2023$2,181,000
+754571.3%
34,823
+646.0%
0.12%
+454.5%
Q1 2023$289
-88.1%
4,668
-88.8%
0.02%
-86.0%
Q4 2022$2,421
-99.6%
41,822
+234.0%
0.16%
+145.3%
Q3 2022$638,000
-67.3%
12,522
-54.4%
0.06%
-42.9%
Q4 2021$1,951,000
-16.4%
27,468
-16.4%
0.11%
-29.1%
Q3 2021$2,333,000
+199.5%
32,856
+209.0%
0.16%
+203.8%
Q2 2021$779,000
-3.2%
10,632
-3.4%
0.05%
+85.7%
Q1 2021$805,000
+22.7%
11,004
+12.8%
0.03%0.0%
Q4 2020$656,000
+11.4%
9,758
-3.4%
0.03%
-3.4%
Q3 2020$589,000
-29.0%
10,101
-33.6%
0.03%
-37.0%
Q2 2020$829,000
+2.2%
15,208
-11.9%
0.05%
-23.3%
Q1 2020$811,000
-17.0%
17,254
+9.3%
0.06%
-18.9%
Q4 2019$977,000
+7.5%
15,789
+0.3%
0.07%
-1.3%
Q3 2019$909,000
+6.9%
15,741
+7.5%
0.08%
-21.1%
Q1 2019$850,000
+0.4%
14,638
-9.2%
0.10%
-20.8%
Q4 2018$847,000
+4.8%
16,121
+18.3%
0.12%
-29.8%
Q2 2018$808,000
+12.5%
13,627
+19.7%
0.17%
-4.5%
Q1 2018$718,000
+21.7%
11,383
+27.8%
0.18%
+24.3%
Q4 2017$590,000
+27.2%
8,908
+19.8%
0.14%
+19.0%
Q3 2017$464,000
+0.9%
7,438
-3.4%
0.12%
-7.6%
Q2 2017$460,000
+2090.5%
7,703
+1835.4%
0.13%
+1771.4%
Q4 2016$21,0003980.01%
Other shareholders
ISHARES TR shareholders Q3 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