Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$734,824
+13.1%
12,249
+18.0%
0.05%
+15.2%
Q2 2023$649,903
-71.1%
10,379
-86.8%
0.05%
-71.6%
Q1 2023$2,250,757
+307.9%
78,918
+736.6%
0.16%
+295.1%
Q4 2022$551,736
+100.6%
9,433
+66.8%
0.04%
+78.3%
Q3 2022$275,000
-46.6%
5,656
-37.3%
0.02%
-45.2%
Q2 2022$515,000
-16.5%
9,027
-2.6%
0.04%
+2.4%
Q1 2022$617,000
-7.9%
9,270
-1.7%
0.04%
-2.4%
Q4 2021$670,000
+11.9%
9,435
+11.8%
0.04%
+5.0%
Q3 2021$599,000
-2.1%
8,438
+1.0%
0.04%
-2.4%
Q2 2021$612,000
+7.4%
8,354
+3.1%
0.04%
+2.5%
Q1 2021$570,000
+43.6%
8,100
+13.2%
0.04%
+48.1%
Q4 2020$397,000
-18.1%
7,155
-14.1%
0.03%
-34.1%
Q3 2020$485,000
-74.9%
8,329
-74.2%
0.04%
-77.6%
Q2 2020$1,932,000
+657.6%
32,315
+495.7%
0.18%
+408.3%
Q1 2020$255,000
-24.1%
5,425
-0.1%
0.04%0.0%
Q4 2019$336,0005,4320.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders