Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$52,754,633
-4.7%
879,390
-0.5%
0.87%
-3.8%
Q2 2023$55,363,435
+1.4%
884,117
+0.3%
0.90%
-3.4%
Q1 2023$54,583,783
+7.1%
881,094
+0.1%
0.94%
+1.1%
Q4 2022$50,956,608
+29.6%
880,384
+14.1%
0.93%
+12.8%
Q3 2022$39,305,000
-2.5%
771,902
+9.2%
0.82%
-2.5%
Q2 2022$40,329,000
+30.4%
707,152
+52.2%
0.84%
+21.1%
Q1 2022$30,929,000
+41.4%
464,545
+50.7%
0.70%
+43.8%
Q4 2021$21,873,000
+37.2%
308,329
+37.3%
0.48%
+46.2%
Q3 2021$15,944,000
+0.4%
224,567
+3.7%
0.33%
-20.6%
Q2 2021$15,874,000
+8.5%
216,557
+4.0%
0.42%
+20.2%
Q1 2021$14,633,000
+5.9%
208,211
+1.2%
0.35%
-15.6%
Q4 2020$13,820,000
+121.1%
205,681
+92.0%
0.41%
+10.5%
Q3 2020$6,250,000
+6.5%
107,124
-0.5%
0.37%
-9.0%
Q2 2020$5,871,000
-30.1%
107,688
-39.7%
0.41%
+16.2%
Q1 2020$8,400,000
+9900.0%
178,695
+11068.4%
0.35%
+4300.0%
Q4 2018$84,0001,6000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders