Oliver Luxxe Assets LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Oliver Luxxe Assets LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,215,113
-2.5%
32,787
-2.1%
0.47%
-1.3%
Q1 2024$2,272,616
+8.4%
33,490
+3.7%
0.48%
-3.4%
Q4 2023$2,096,380
+7.3%
32,287
-0.9%
0.49%
-1.8%
Q3 2023$1,954,454
-6.8%
32,580
-2.7%
0.50%
-4.0%
Q2 2023$2,097,122
-5.8%
33,490
-6.8%
0.52%
-10.9%
Q1 2023$2,226,349
+16.7%
35,938
+9.0%
0.59%
+10.3%
Q4 2022$1,908,352
+14.5%
32,971
+0.7%
0.53%
+2.1%
Q3 2022$1,667,000
-3.8%
32,734
+7.7%
0.52%
+1.8%
Q2 2022$1,733,000
-8.3%
30,393
+7.1%
0.51%
+7.1%
Q1 2022$1,889,000
-49.1%
28,367
-45.8%
0.48%
-2.6%
Q4 2021$3,713,000
+99.2%
52,321
+99.2%
0.49%
-4.5%
Q3 2021$1,864,000
-1.5%
26,260
+1.7%
0.51%
-1.0%
Q2 2021$1,892,000
+20.7%
25,817
+15.8%
0.52%
+10.4%
Q1 2021$1,567,000
+6.9%
22,302
+5.2%
0.47%
+2.6%
Q4 2020$1,466,000
+23.6%
21,204
+4.3%
0.46%
+3.6%
Q3 2020$1,186,000
+16.8%
20,321
+9.1%
0.44%
-17.2%
Q2 2020$1,015,000
+143.4%
18,623
+115.3%
0.53%
+104.6%
Q1 2020$417,000
-12.9%
8,651
+11.7%
0.26%
+4.4%
Q4 2019$479,000
+17.4%
7,744
+7.8%
0.25%
+5.0%
Q3 2019$408,000
+6.0%
7,187
+9.5%
0.24%
+11.2%
Q2 2019$385,0006,5620.21%
Other shareholders
ISHARES TR shareholders Q3 2019
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