55I, LLC - 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
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$8,811,000
+35.3%
173,048
+51.6%
0.25%
+35.2%
Q2 2022$6,512,000
+17.5%
114,182
+37.2%
0.18%
+38.9%
Q1 2022$5,543,000
-10.4%
83,246
-4.6%
0.13%
-17.1%
Q4 2021$6,188,000
+784.0%
87,232
+785.2%
0.16%
+652.4%
Q3 2021$700,000
+23.9%
9,854
+27.8%
0.02%
+5.0%
Q2 2021$565,000
+52.7%
7,710
+46.4%
0.02%
+5.3%
Q1 2021$370,000
+30.3%
5,268
+24.8%
0.02%
-9.5%
Q4 2020$284,0004,2220.02%
Other shareholders
ISHARES TR shareholders Q3 2021
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