Strategic Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Strategic Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$566,768
+95799.8%
9,4470.0%0.08%
-1.2%
Q2 2023$591
+16.8%
9,447
+16.5%
0.08%
+2.4%
Q1 2023$506
+7.9%
8,1120.0%0.08%
-17.0%
Q4 2022$469
-99.9%
8,1120.0%0.10%
+4.2%
Q3 2022$413,000
-10.8%
8,1120.0%0.10%
-6.8%
Q2 2022$463,000
-13.3%
8,112
+1.1%
0.10%
+1.0%
Q1 2022$534,000
-6.2%
8,0270.0%0.10%
+3.0%
Q4 2021$569,000
-0.2%
8,0270.0%0.10%
-9.2%
Q3 2021$570,000
+1.1%
8,0270.0%0.11%
-3.5%
Q1 2021$564,000
+4.6%
8,0270.0%0.11%
-0.9%
Q4 2020$539,000
+15.2%
8,0270.0%0.11%
+0.9%
Q3 2020$468,000
+6.8%
8,0270.0%0.11%
+2.7%
Q2 2020$438,0008,0270.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders