Broadview Financial Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 251 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Broadview Financial Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$806,434
-4.7%
13,443
-0.6%
0.75%
+3.2%
Q2 2023$846,610
-21.6%
13,520
-22.4%
0.72%
-23.2%
Q1 2023$1,079,505
+16.0%
17,425
+8.3%
0.94%
+12.5%
Q4 2022$930,890
-8.0%
16,083
-19.1%
0.84%
-17.5%
Q3 2022$1,011,713
-14.4%
19,869
-4.1%
1.01%
-8.0%
Q2 2022$1,182,000
-12.7%
20,724
+1.9%
1.10%
+9.9%
Q1 2022$1,354,000
-6.2%
20,329
-0.0%
1.00%
-2.5%
Q4 2021$1,443,000
+1.5%
20,339
+1.6%
1.03%
-6.4%
Q3 2021$1,421,000
-4.6%
20,010
-1.5%
1.10%
-2.0%
Q2 2021$1,490,000
+4.7%
20,321
+0.4%
1.12%
+1.5%
Q1 2021$1,423,000
+1.5%
20,244
-3.0%
1.10%
+2.8%
Q4 2020$1,402,000
+14.7%
20,860
-0.4%
1.08%
+4.5%
Q3 2020$1,222,000
+5.8%
20,943
-1.2%
1.03%
+11.4%
Q2 2020$1,155,000
+9.1%
21,190
-5.9%
0.92%
-2.4%
Q1 2020$1,059,000
-24.0%
22,523
+0.0%
0.95%
-2.4%
Q4 2019$1,393,000
+8.8%
22,512
+1.6%
0.97%
+2.0%
Q3 2019$1,280,000
-2.9%
22,155
-1.4%
0.95%
-4.1%
Q2 2019$1,318,000
+1.6%
22,468
+0.6%
0.99%
-1.8%
Q1 2019$1,297,000
+10.5%
22,3420.0%1.01%
-3.2%
Q4 2018$1,174,000
-20.7%
22,342
-8.9%
1.04%
-21.6%
Q3 2018$1,480,000
+0.3%
24,536
+0.0%
1.33%
-7.6%
Q2 2018$1,475,000
-6.7%
24,524
-2.2%
1.44%
-7.8%
Q1 2018$1,581,000
-1.5%
25,076
-1.5%
1.56%
+0.3%
Q4 2017$1,605,00025,4471.56%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders