55I, 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
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 Q1 2022
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