ACCESS FINANCIAL SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
ACCESS FINANCIAL SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295,140
-3.5%
4,920
+0.7%
0.18%
-0.6%
Q2 2023$305,825
+2.6%
4,884
+1.5%
0.18%
-1.7%
Q1 2023$298,123
+3.8%
4,812
-3.0%
0.18%
+3.4%
Q4 2022$287,219
+14.4%
4,962
+0.8%
0.18%
+7.4%
Q3 2022$251,000
-7.0%
4,922
+4.1%
0.16%
+5.8%
Q2 2022$270,000
-5.9%
4,727
+9.5%
0.15%
+13.2%
Q1 2022$287,000
-6.2%
4,317
+0.1%
0.14%
-1.4%
Q4 2021$306,000
+1.7%
4,312
+1.9%
0.14%
+1.5%
Q3 2021$301,000
-1.6%
4,233
+1.3%
0.14%
-4.2%
Q2 2021$306,000
+5.5%
4,178
+1.1%
0.14%
+4.4%
Q1 2021$290,000
+8.6%
4,131
+4.1%
0.14%
+3.8%
Q4 2020$267,0003,9670.13%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders