TRUEFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
TRUEFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$410,692
+25.1%
6,846
+30.6%
0.18%
+26.2%
Q2 2023$328,254
+1.7%
5,242
+0.6%
0.14%
-3.4%
Q1 2023$322,698
+1.8%
5,209
-4.9%
0.15%
-3.3%
Q4 2022$317,067
+16.1%
5,478
+2.0%
0.15%
+4.1%
Q3 2022$273,000
-6.5%
5,368
+4.8%
0.14%
-2.7%
Q2 2022$292,000
-12.3%
5,124
+2.6%
0.15%
-1.3%
Q1 2022$333,000
-3.2%
4,996
+2.9%
0.15%
-0.7%
Q4 2021$344,000
-2.3%
4,853
+0.6%
0.15%
-5.0%
Q3 2021$352,000
+2.9%
4,823
+3.5%
0.16%
-8.0%
Q2 2021$342,000
+9.3%
4,661
+4.7%
0.17%
+2.4%
Q1 2021$313,000
-0.9%
4,451
-5.3%
0.17%
-10.1%
Q4 2020$316,000
+17.5%
4,700
+1.8%
0.19%
+1.1%
Q3 2020$269,000
+10.7%
4,618
+3.8%
0.19%
+2.2%
Q2 2020$243,000
+17.4%
4,451
+1.3%
0.18%
-2.1%
Q1 2020$207,000
-21.0%
4,396
+3.9%
0.19%
-6.0%
Q4 2019$262,0004,2310.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders