Baldrige Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$25
+19.0%
406
+13.7%
0.01%
+11.1%
Q4 2022$21
-99.9%
3570.0%0.01%0.0%
Q3 2022$18,000
-10.0%
3570.0%0.01%0.0%
Q2 2022$20,000
-16.7%
357
+0.3%
0.01%
-10.0%
Q1 2022$24,0000.0%356
+5.3%
0.01%
+11.1%
Q4 2021$24,0000.0%3380.0%0.01%
-10.0%
Q3 2021$24,000
-4.0%
3380.0%0.01%
-9.1%
Q2 2021$25,0003380.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders