Wealthcare Advisory Partners 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
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,995,978
-8.1%
49,941
-4.1%
0.14%
-5.5%
Q2 2023$3,260,391
-8.2%
52,066
-9.2%
0.15%
-4.6%
Q1 2023$3,551,749
-36.6%
57,333
-40.7%
0.15%
-42.9%
Q4 2022$5,599,955
+2.6%
96,751
-9.7%
0.27%
-13.8%
Q3 2022$5,459,000
+593.6%
107,198
+677.3%
0.31%
+547.9%
Q2 2022$787,000
+112.1%
13,791
+147.8%
0.05%
+108.7%
Q1 2022$371,000
-58.9%
5,566
-56.3%
0.02%
-57.4%
Q4 2021$903,000
+62.1%
12,729
+62.2%
0.05%
+50.0%
Q3 2021$557,000
-8.2%
7,849
-5.2%
0.04%
-12.2%
Q2 2021$607,000
+4.7%
8,280
+0.4%
0.04%
-2.4%
Q1 2021$580,000
+4.7%
8,2500.0%0.04%
-14.3%
Q4 2020$554,000
+170.2%
8,250
+135.2%
0.05%
+122.7%
Q3 2020$205,000
+22.8%
3,508
-1.3%
0.02%
-8.3%
Q1 2020$167,000
-41.4%
3,553
-23.0%
0.02%
-33.3%
Q4 2019$285,000
+32.6%
4,612
+23.9%
0.04%
+16.1%
Q3 2019$215,000
-7.7%
3,722
-6.5%
0.03%
-16.2%
Q2 2019$233,000
-4.1%
3,980
-4.8%
0.04%
-9.8%
Q1 2019$243,000
+173.0%
4,182
+147.5%
0.04%
+141.2%
Q4 2018$89,000
+122.5%
1,690
+156.1%
0.02%
+142.9%
Q3 2018$40,0000.0%6600.0%0.01%
-12.5%
Q2 2018$40,000
+8.1%
660
+13.4%
0.01%0.0%
Q1 2018$37,0000.0%5820.0%0.01%
-20.0%
Q4 2017$37,000
+5.7%
5820.0%0.01%0.0%
Q3 2017$35,000
+6.1%
5820.0%0.01%
-37.5%
Q2 2017$33,000
+3.1%
5820.0%0.02%
-5.9%
Q1 2017$32,000
+10.3%
5820.0%0.02%0.0%
Q4 2016$29,0005820.02%
Other shareholders
ISHARES TR shareholders Q3 2020
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