VERITY Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
VERITY Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$668,389
+52.8%
10,294
+41.1%
0.58%
+39.6%
Q3 2023$437,567
-4.2%
7,2940.0%0.41%
+0.5%
Q2 2023$456,750
+1.1%
7,2940.0%0.41%
-2.1%
Q1 2023$451,863
+7.0%
7,2940.0%0.42%
+1.2%
Q4 2022$422,1777,2940.41%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders