Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,664,209
-4.5%
27,741
-0.3%
0.08%
-2.6%
Q2 2023$1,742,571
-12.1%
27,828
-13.0%
0.08%
-19.8%
Q1 2023$1,981,911
+7.1%
31,992
+0.0%
0.10%
-84.9%
Q4 2022$1,850,889
-10.5%
31,978
-21.3%
0.64%
+425.6%
Q3 2022$2,069,000
-1.9%
40,636
+9.9%
0.12%
+2.5%
Q2 2022$2,109,000
+15.2%
36,988
+34.6%
0.12%
+34.1%
Q1 2022$1,830,000
+128.8%
27,483
+143.7%
0.09%
+125.6%
Q4 2021$800,000
+187.8%
11,279
+151.4%
0.04%
+225.0%
Q4 2019$278,0004,4870.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 579,715$42,644,00025.72%
Acorns Advisers, LLC 15,847,773$1,161,642,00022.88%
Newman & Schimel, LLC 491,336$36,015,00022.63%
AlphaCore Capital LLC 568,957$41,705,00022.28%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,223,000$456,144,00020.42%
Brightworth 2,614,725$191,659,00016.38%
KEMPER Corp 1,213,087$88,919,00014.95%
Hardy Reed LLC 1,083,219$79,400,00014.12%
AAF Wealth Management, LLC 232,400$17,041,00013.15%
ESL Trust Services, LLC 596,495$43,723,00013.01%
View complete list of ISHARES TR shareholders