Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Altium Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,745,000
-16.5%
30,595
-2.6%
0.13%
-6.7%
Q1 2022$2,091,000
-15.1%
31,403
-9.6%
0.14%
-15.1%
Q4 2021$2,463,000
+2.4%
34,723
+2.5%
0.16%
-7.6%
Q3 2021$2,406,000
-0.3%
33,884
+2.9%
0.17%
-2.8%
Q2 2021$2,413,000
+11.6%
32,920
+7.0%
0.18%
+2.3%
Q1 2021$2,162,000
+19.1%
30,762
+13.9%
0.17%
+8.1%
Q4 2020$1,815,000
+21.1%
27,006
+5.1%
0.16%
+2.6%
Q3 2020$1,499,000
+13.3%
25,687
+5.8%
0.16%
+4.7%
Q2 2020$1,323,000
+18.3%
24,270
+2.0%
0.15%
-2.6%
Q1 2020$1,118,000
-7.5%
23,783
+21.8%
0.15%
+5.5%
Q4 2019$1,208,000
+15.3%
19,520
+7.6%
0.14%
+2.8%
Q3 2019$1,048,000
+20.5%
18,138
+22.3%
0.14%
+11.9%
Q2 2019$870,000
+30.6%
14,829
+29.4%
0.13%
+18.9%
Q1 2019$666,000
+52.1%
11,461
+37.5%
0.11%
+26.2%
Q4 2018$438,000
+2.1%
8,333
+17.3%
0.08%
+2.4%
Q3 2018$429,000
+15.9%
7,106
+15.6%
0.08%
-17.2%
Q2 2018$370,000
+14.2%
6,149
+19.8%
0.10%
-22.0%
Q1 2018$324,000
+36.1%
5,134
+36.6%
0.13%
+16.5%
Q4 2017$238,0003,7590.11%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Global Beta Advisors LLC 2,752,873$170,403,00035.47%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,493,805$587,667,00030.98%
New England Professional Planning Group Inc. 470,353$29,103,00023.09%
AlphaCore Capital LLC 507,176$31,394,00019.04%
ESL Trust Services, LLC 652,905$40,415,00018.66%
AGILIS PARTNERS LLC 542,399$33,574,00017.90%
CAHABA WEALTH MANAGEMENT, INC. 785,859$48,644,00010.78%
Sequoia Financial Advisors, LLC 2,714,309$168,016,00010.67%
Pasadena Private Wealth, LLC 375,626$23,251,00010.20%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,699,703$105,212,0009.53%
View complete list of ISHARES TR shareholders