White Lighthouse Investment Management Inc. - 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
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,975,290
+0.1%
182,952
+4.5%
2.66%
+1.8%
Q2 2023$10,964,261
+3.2%
175,092
+2.1%
2.62%
-2.2%
Q1 2023$10,627,399
-0.1%
171,548
-6.7%
2.68%
-7.4%
Q4 2022$10,640,250
+21.2%
183,833
+6.6%
2.89%
+13.1%
Q3 2022$8,782,000
-8.9%
172,465
+2.0%
2.56%
-7.3%
Q2 2022$9,639,000
-8.3%
169,014
+7.1%
2.76%
+3.2%
Q1 2022$10,510,000
+7.4%
157,853
+14.5%
2.67%
+9.7%
Q4 2021$9,782,000
+0.9%
137,898
+1.0%
2.44%
-6.3%
Q3 2021$9,696,000
-3.2%
136,560
-0.1%
2.60%
-5.2%
Q2 2021$10,016,000
+4.5%
136,647
+0.2%
2.74%
-6.5%
Q1 2021$9,588,000
+4.6%
136,431
+0.1%
2.93%
+0.3%
Q4 2020$9,162,000
+17.5%
136,358
+2.0%
2.92%
+8.3%
Q3 2020$7,798,000
+12.3%
133,666
+5.0%
2.70%
+5.9%
Q2 2020$6,941,000
+183.7%
127,311
+144.6%
2.55%
+148.9%
Q1 2020$2,447,000
-14.2%
52,046
+13.0%
1.02%
-2.1%
Q4 2019$2,852,000
+4.1%
46,076
-2.8%
1.05%
-5.1%
Q3 2019$2,739,000
+28.5%
47,416
+30.5%
1.10%
+24.0%
Q2 2019$2,131,000
+9.7%
36,340
+8.6%
0.89%
-0.3%
Q1 2019$1,943,000
+15.9%
33,460
+4.8%
0.89%
-3.1%
Q4 2018$1,676,000
+668.8%
31,915
+782.8%
0.92%
+729.7%
Q3 2018$218,000
+0.5%
3,6150.0%0.11%
-6.7%
Q2 2018$217,000
-4.8%
3,6150.0%0.12%
-9.2%
Q1 2018$228,000
-23.0%
3,615
-23.0%
0.13%
-22.9%
Q4 2017$296,0004,6950.17%
Other shareholders
ISHARES TR shareholders Q1 2018
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