McAdam, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.

Quarter-by-quarter ownership
McAdam, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,367,112
-4.2%
22,7890.0%0.11%
-5.1%
Q2 2023$1,427,047
+0.8%
22,789
-0.3%
0.12%
-7.1%
Q1 2023$1,416,053
+84693.6%
22,858
-2.9%
0.13%
-23.0%
Q4 2022$1,670
-99.9%
23,544
+1.8%
0.16%
+28.9%
Q3 2022$1,178,000
-10.7%
23,1280.0%0.13%
-7.9%
Q2 2022$1,319,000
-15.6%
23,128
-1.5%
0.14%
-6.1%
Q1 2022$1,563,000
-6.4%
23,475
-0.3%
0.15%
-10.3%
Q4 2021$1,670,000
-1.2%
23,544
-1.1%
0.16%
-12.2%
Q3 2021$1,690,000
-4.7%
23,804
-2.2%
0.19%
-6.5%
Q2 2021$1,773,000
+0.3%
24,335
-3.2%
0.20%
-19.3%
Q1 2021$1,767,0000.0%25,138
-1.7%
0.25%
-7.8%
Q4 2020$1,767,000
+14.1%
25,560
-3.7%
0.27%
-8.2%
Q3 2020$1,549,000
+6.0%
26,546
-0.9%
0.29%
-5.2%
Q2 2020$1,461,000
-6.6%
26,790
-19.5%
0.31%
-26.2%
Q1 2020$1,564,000
-24.7%
33,264
-0.8%
0.42%
-16.2%
Q4 2019$2,076,000
-6.7%
33,545
-12.9%
0.50%
-17.3%
Q3 2019$2,226,000
-0.3%
38,533
+1.2%
0.61%
-9.1%
Q2 2019$2,233,000
+7.8%
38,080
+6.7%
0.67%
-3.1%
Q1 2019$2,072,000
+31.5%
35,683
+19.0%
0.69%
+10.6%
Q4 2018$1,576,000
+20.4%
29,997
+37.5%
0.62%
+29.3%
Q3 2018$1,309,000
+60.8%
21,820
+61.2%
0.48%
+45.3%
Q2 2018$814,000
+74.3%
13,536
+82.6%
0.33%
+54.7%
Q1 2018$467,0007,4130.21%
Other shareholders
ISHARES TR shareholders Q1 2023
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