Ullmann Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Ullmann Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,776,299
-6.1%
379,668
-2.0%
4.26%
-12.5%
Q2 2023$24,257,669
-0.4%
387,379
-1.5%
4.86%
-12.2%
Q1 2023$24,364,023
+7.2%
393,285
+0.2%
5.54%
-0.9%
Q4 2022$22,728,314
+30.4%
392,680
+14.7%
5.59%
+16.3%
Q3 2022$17,427,000
-2.5%
342,243
+9.2%
4.80%
-0.8%
Q2 2022$17,879,000
-14.5%
313,510
-0.1%
4.84%
-9.3%
Q1 2022$20,903,000
+47.6%
313,959
+57.3%
5.34%
+41.2%
Q4 2021$14,163,000
+6.9%
199,652
+7.0%
3.78%
-27.7%
Q3 2021$13,250,000
-4.2%
186,620
-1.1%
5.23%
-8.2%
Q2 2021$13,838,000
+3.0%
188,781
-1.3%
5.70%
-4.8%
Q1 2021$13,440,000
+4.5%
191,234
-0.1%
5.99%
-7.0%
Q4 2020$12,865,000
+13.1%
191,473
-1.8%
6.44%
-1.2%
Q3 2020$11,372,000
+4.1%
194,926
-2.7%
6.52%
-3.1%
Q2 2020$10,923,000200,3416.72%
Other shareholders
ISHARES TR shareholders Q1 2022
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