Leonard Rickey Investment Advisors P.L.L.C. - 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
Leonard Rickey Investment Advisors P.L.L.C. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,483,644
+4.9%
41,401
+9.5%
0.81%
-8.9%
Q2 2023$2,368,506
+0.4%
37,823
-0.7%
0.89%
-3.0%
Q1 2023$2,360,224
+6.4%
38,099
-0.6%
0.92%
-1.9%
Q4 2022$2,218,127
+1.8%
38,323
-10.4%
0.94%
-8.1%
Q3 2022$2,179,000
-11.0%
42,792
-0.3%
1.02%
-4.6%
Q2 2022$2,448,000
-19.1%
42,924
-5.5%
1.07%
-7.1%
Q1 2022$3,025,000
-6.6%
45,438
-0.5%
1.15%
-2.9%
Q4 2021$3,240,000
+0.5%
45,675
+0.6%
1.19%
-12.2%
Q3 2021$3,223,000
+6.2%
45,398
+8.5%
1.35%
+3.1%
Q2 2021$3,034,000
+6.4%
41,850
+3.2%
1.31%
+14.6%
Q1 2021$2,851,000
+0.4%
40,570
-4.0%
1.14%
-11.5%
Q4 2020$2,840,000
+7.7%
42,268
-6.5%
1.29%
-21.6%
Q3 2020$2,636,000
+3.8%
45,190
-3.0%
1.65%
-0.2%
Q2 2020$2,539,000
+14.7%
46,567
-1.1%
1.65%
-3.7%
Q1 2020$2,214,000
+23.3%
47,088
+62.3%
1.72%
+58.4%
Q4 2019$1,796,000
+8.3%
29,010
+1.1%
1.08%
-1.7%
Q3 2019$1,658,000
-17.2%
28,708
-15.9%
1.10%
-18.1%
Q2 2019$2,002,000
+38.5%
34,138
+37.1%
1.35%
+28.8%
Q1 2019$1,446,000
+3.4%
24,894
-6.5%
1.05%
-9.4%
Q4 2018$1,399,00026,6311.15%
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