Mutual Advisors, LLC - 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,117,602
+10.1%
35,299
+14.9%
0.08%
+13.7%
Q2 2023$1,923,227
+66.9%
30,713
+65.1%
0.07%
+55.3%
Q1 2023$1,152,359
+5.8%
18,601
-1.1%
0.05%
-4.1%
Q4 2022$1,088,968
+283.4%
18,814
+237.8%
0.05%
+226.7%
Q3 2022$284,000
-6.9%
5,570
+4.1%
0.02%
-25.0%
Q2 2022$305,000
+43.9%
5,349
+79.3%
0.02%
+53.8%
Q3 2021$212,000
-49.8%
2,983
-56.3%
0.01%
-71.1%
Q4 2019$422,000
+7.4%
6,819
+0.2%
0.04%
-13.5%
Q3 2019$393,000
-87.4%
6,802
-87.2%
0.05%
-87.2%
Q2 2019$3,127,000
-24.8%
53,327
-25.5%
0.41%
-34.0%
Q1 2019$4,156,000
+13.3%
71,567
+2.5%
0.62%
-14.9%
Q4 2018$3,669,000
+8.6%
69,836
+24.7%
0.72%
+40.9%
Q3 2018$3,377,000
+17.7%
56,001
+17.4%
0.51%
-21.6%
Q2 2018$2,869,000
+14.3%
47,717
+19.8%
0.65%
+2.8%
Q1 2018$2,511,000
+129.3%
39,829
+129.4%
0.64%
+54.0%
Q4 2017$1,095,00017,3660.41%
Other shareholders
ISHARES TR shareholders Q1 2019
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