Altium Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

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 Q2 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