Eldridge Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Eldridge Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,594
-46.4%
26,563
-44.0%
0.53%
-45.6%
Q2 2023$2,972
-37.1%
47,462
-37.8%
0.97%
-40.7%
Q1 2023$4,727
+11.6%
76,297
+4.3%
1.64%
+10.6%
Q4 2022$4,234
-99.8%
73,149
+101.9%
1.48%
+107.1%
Q3 2022$1,845,000
+1.9%
36,228
+14.2%
0.72%
+4.8%
Q2 2022$1,810,000
-20.2%
31,734
-6.9%
0.68%
-11.1%
Q1 2022$2,269,000
-5.1%
34,086
+1.1%
0.77%
-2.9%
Q4 2021$2,392,000
-36.2%
33,713
-36.2%
0.79%
-40.9%
Q3 2021$3,751,000
+52.1%
52,829
+57.1%
1.34%
+49.6%
Q2 2021$2,466,000
+8.5%
33,638
+4.1%
0.89%
+1.8%
Q1 2021$2,272,000
+18.6%
32,321
+13.4%
0.88%
+9.6%
Q4 2020$1,916,000
+20.4%
28,514
+4.6%
0.80%
+6.8%
Q3 2020$1,591,000
+7.1%
27,269
+0.0%
0.75%
+1.2%
Q2 2020$1,486,000
-19.2%
27,265
-30.3%
0.74%
-29.2%
Q1 2020$1,838,000
-32.9%
39,099
-11.7%
1.04%
-22.1%
Q4 2019$2,741,000
-18.7%
44,279
-24.1%
1.34%
-22.9%
Q3 2019$3,370,000
+213.8%
58,352
+218.7%
1.74%
+203.7%
Q2 2019$1,074,000
+7.6%
18,310
+6.5%
0.57%
+6.7%
Q1 2019$998,000
+36.5%
17,186
+23.4%
0.54%
+18.8%
Q4 2018$731,000
-24.1%
13,924
-12.8%
0.45%
-26.6%
Q3 2018$963,000
+8.8%
15,975
+8.4%
0.62%
-1.8%
Q2 2018$885,000
-11.0%
14,731
-6.6%
0.63%
-15.7%
Q1 2018$994,000
+11.4%
15,774
+12.5%
0.74%
+8.3%
Q4 2017$892,00014,0270.69%
Other shareholders
ISHARES TR shareholders Q3 2023
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