Elmwood Wealth Management, Inc. - 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
Elmwood Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,357,472
-4.3%
39,298
-0.1%
1.14%
-1.0%
Q2 2023$2,463,643
-3.1%
39,343
-4.1%
1.15%
-4.4%
Q1 2023$2,541,902
+10.4%
41,032
+3.1%
1.20%
+4.4%
Q4 2022$2,303,248
-27.2%
39,794
-36.0%
1.15%
-27.2%
Q3 2022$3,165,000
-10.5%
62,165
+0.2%
1.58%
-21.4%
Q2 2022$3,537,000
-6.8%
62,025
+8.8%
2.01%
+3.3%
Q1 2022$3,796,000
+9.4%
57,014
+16.6%
1.94%
+17.5%
Q4 2021$3,470,000
+12.3%
48,908
+16.0%
1.66%
+1.7%
Q2 2021$3,090,000
+9.5%
42,150
+4.9%
1.63%
-5.5%
Q1 2021$2,823,000
+47.6%
40,169
+14.5%
1.72%
+11.0%
Q3 2020$1,913,0000.0%35,0870.0%1.55%0.0%
Q2 2020$1,913,000
-99.8%
35,087
+102.5%
1.55%
+48.6%
Q1 2020$1,092,168,000
+50698.5%
17,325
-50.1%
1.04%
-44.3%
Q4 2019$2,150,000
+12.0%
34,733
+4.5%
1.87%
-3.5%
Q3 2019$1,919,000
+0.1%
33,223
+1.6%
1.94%
+14.4%
Q2 2019$1,918,000
+19.4%
32,713
+18.2%
1.70%
+14.2%
Q1 2019$1,607,000
+15.8%
27,669
+4.7%
1.48%
+10.7%
Q4 2018$1,388,000
-99.9%
26,429
-28.7%
1.34%
-27.7%
Q3 2018$2,236,167,000
+17.8%
37,078
+17.4%
1.86%
+7.5%
Q2 2018$1,898,777,000
+73.9%
31,577
+82.3%
1.73%
+65.4%
Q1 2018$1,092,168,00017,3251.04%
Other shareholders
ISHARES TR shareholders Q3 2021
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