Laurel Wealth Advisors LLC - ISHARES TR ownership

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ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.

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Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,782
-4.2%
800.0%0.00%0.0%
Q2 2023$4,992
+2.7%
80
+1.3%
0.00%0.0%
Q1 2023$4,862
+7.0%
790.0%0.00%0.0%
Q4 2022$4,542
+13.6%
79
+1.3%
0.00%0.0%
Q3 2022$4,0000.0%780.0%0.00%0.0%
Q2 2022$4,000
-20.0%
780.0%0.00%0.0%
Q1 2022$5,000
-16.7%
780.0%0.00%0.0%
Q4 2021$6,000
+20.0%
78
+2.6%
0.00%0.0%
Q3 2021$5,000
-16.7%
760.0%0.00%0.0%
Q2 2021$6,000
+20.0%
76
+1.3%
0.00%0.0%
Q1 2021$5,0000.0%750.0%0.00%0.0%
Q4 2020$5,000
+25.0%
750.0%0.00%0.0%
Q3 2020$4,0000.0%750.0%0.00%0.0%
Q2 2020$4,000
+33.3%
75
+1.4%
0.00%0.0%
Q1 2020$3,000
-40.0%
740.0%0.00%
-50.0%
Q4 2019$5,000
+25.0%
740.0%0.00%
+100.0%
Q3 2019$4,0000.0%740.0%0.00%0.0%
Q2 2019$4,0000.0%74
+1.4%
0.00%0.0%
Q1 2019$4,000–73–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2023
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