SWS Partners - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
SWS Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,899,640
-0.9%
48,335
+3.5%
1.07%
+1.6%
Q2 2023$2,925,569
-2.2%
46,719
-3.2%
1.06%
-5.2%
Q1 2023$2,990,628
+110092.6%
48,275
+3.0%
1.11%
-13.5%
Q4 2022$2,714
-99.9%
46,890
-8.8%
1.29%
+6.1%
Q3 2022$2,619,000
+34.1%
51,430
+76.9%
1.21%
+39.4%
Q4 2020$1,953,000
+19.4%
29,074
+3.7%
0.87%
+6.2%
Q3 2020$1,635,000
+23.1%
28,029
-0.8%
0.82%
-13.7%
Q1 2020$1,328,000
+10.1%
28,246
+41.6%
0.95%
+32.9%
Q3 2019$1,206,000
+27.1%
19,943
+23.6%
0.71%
+18.4%
Q2 2019$949,000
-2.3%
16,134
-12.7%
0.60%
-18.1%
Q4 2018$971,000
+166.8%
18,482
+206.5%
0.74%
+218.6%
Q3 2018$364,000
-6.7%
6,031
-7.0%
0.23%
-15.7%
Q2 2018$390,000
+8.9%
6,485
+12.3%
0.27%
+3.8%
Q1 2018$358,0005,7760.26%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders