TRUE Private Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.

Quarter-by-quarter ownership
TRUE Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$61,907,188
+7.3%
1,031,958
+12.1%
8.60%
+0.9%
Q2 2023$57,669,947
+46.2%
920,951
+44.7%
8.52%
+46.0%
Q1 2023$39,437,757
+54.7%
636,606
+44.6%
5.84%
+48.7%
Q4 2022$25,490,339
+9.3%
440,400
-3.8%
3.92%
+11.3%
Q3 2022$23,312,000
-1.9%
457,833
+9.9%
3.53%
+2.1%
Q2 2022$23,759,000
-9.7%
416,614
+0.6%
3.46%
-6.6%
Q1 2022$26,319,000
-49.6%
414,218
-43.7%
3.70%
-50.2%
Q4 2021$52,229,000
+0.5%
736,242
+0.5%
7.43%
-1.8%
Q3 2021$51,994,000
-2.2%
732,320
+1.0%
7.57%
-4.2%
Q2 2021$53,169,000
+6.2%
725,369
+1.9%
7.90%
-2.3%
Q1 2021$50,048,000
+3.1%
712,116
-1.4%
8.09%
-0.6%
Q4 2020$48,533,000
+13.4%
722,330
-1.5%
8.13%
+11.3%
Q3 2020$42,780,000
+141.4%
733,295
+125.6%
7.31%
+125.4%
Q2 2020$17,720,000
+14.2%
325,026
-1.5%
3.24%
-1.9%
Q1 2020$15,517,000
+828.6%
330,099
+1122.1%
3.30%
+1191.0%
Q4 2019$1,671,000
-88.6%
27,010
-89.4%
0.26%
-89.9%
Q3 2019$14,662,000
+1.0%
253,848
+2.5%
2.53%
+2.4%
Q2 2019$14,517,000
+763.6%
247,568
+755.0%
2.47%
+672.8%
Q1 2019$1,681,000
+5.8%
28,955
-4.3%
0.32%
+14.3%
Q4 2018$1,589,000
-100.0%
30,260
-95.5%
0.28%
-95.0%
Q3 2018$40,190,671,000
+69933.2%
666,401
-30.2%
5.66%
-37.2%
Q2 2018$57,388,000
-2.0%
954,405
+2.8%
9.00%
-10.4%
Q1 2018$58,541,000
+7.7%
928,632
+7.7%
10.05%
+6.7%
Q4 2017$54,372,000
+8.2%
861,967
+4.6%
9.42%
-16.8%
Q3 2017$50,246,000
+6.0%
823,986
-0.3%
11.32%
+3.0%
Q2 2017$47,417,000
+2.4%
826,660
-2.5%
10.99%
+3.8%
Q1 2017$46,301,000
+32.5%
847,539
+28.0%
10.59%
+24.1%
Q4 2016$34,945,000
+80.2%
661,967
+74.0%
8.53%
+37.3%
Q3 2016$19,391,000
+6925.7%
380,442
+6625.2%
6.22%
+6657.6%
Q2 2016$276,0005,6570.09%
Other shareholders
ISHARES TR shareholders Q1 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