Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$22,000
-4.3%
3150.0%0.00%0.0%
Q2 2021$23,000
+35.3%
315
+31.2%
0.00%0.0%
Q1 2021$17,000
+183.3%
240
+166.7%
0.00%
+200.0%
Q4 2020$6,000
-33.3%
90
-41.9%
0.00%
-50.0%
Q3 2020$9,000
+80.0%
155
-19.7%
0.00%
+100.0%
Q2 2020$5,000
+25.0%
193
+114.4%
0.00%0.0%
Q1 2020$4,000
-33.3%
900.0%0.00%0.0%
Q4 2019$6,000
+20.0%
900.0%0.00%0.0%
Q3 2019$5,0000.0%900.0%0.00%0.0%
Q2 2019$5,0000.0%900.0%0.00%0.0%
Q1 2019$5,0000.0%900.0%0.00%0.0%
Q4 2018$5,0000.0%900.0%0.00%0.0%
Q3 2018$5,0000.0%900.0%0.00%0.0%
Q2 2018$5,000
-16.7%
900.0%0.00%
-50.0%
Q1 2018$6,0000.0%900.0%0.00%0.0%
Q4 2017$6,0000.0%900.0%0.00%0.0%
Q3 2017$6,000
+20.0%
900.0%0.00%0.0%
Q2 2017$5,0000.0%900.0%0.00%
-33.3%
Q1 2017$5,0000.0%900.0%0.00%0.0%
Q4 2016$5,0000.0%900.0%0.00%
+50.0%
Q3 2016$5,000
+25.0%
900.0%0.00%0.0%
Q2 2016$4,000900.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders