Advisor OS, 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
Advisor OS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$249,064
-4.2%
4,1520.0%0.04%
-14.0%
Q2 2023$259,983
+1.1%
4,1520.0%0.04%
-30.6%
Q1 2023$257,202
+7.0%
4,1520.0%0.06%
-3.1%
Q4 2022$240,304
+14.4%
4,152
+0.9%
0.06%
+1.6%
Q3 2022$210,000
-10.6%
4,1170.0%0.06%
-8.7%
Q2 2022$235,000
-13.0%
4,117
+1.7%
0.07%
-11.5%
Q1 2022$270,0004,0500.08%
Other shareholders
ISHARES TR shareholders Q2 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