Western Wealth 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
Western Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$826,520
-2.9%
13,778
+1.3%
0.07%
-4.1%
Q2 2023$851,356
-1.4%
13,596
-2.4%
0.07%
-8.8%
Q1 2023$863,382
+5.6%
13,937
-1.4%
0.08%
-4.8%
Q4 2022$817,829
-43.8%
14,129
-50.5%
0.08%
+1.2%
Q3 2022$1,456,000
-12.8%
28,572
-2.4%
0.08%
-13.5%
Q2 2022$1,669,000
+2.0%
29,271
+19.1%
0.10%
+21.5%
Q1 2022$1,636,000
+88.9%
24,581
+101.3%
0.08%
-7.1%
Q4 2021$866,000
+13.8%
12,210
+17.7%
0.08%
+9.0%
Q2 2021$761,000
+22.7%
10,373
+17.6%
0.08%
-6.0%
Q1 2021$620,000
+20.9%
8,817
+15.5%
0.08%
+10.7%
Q4 2020$513,000
+22.7%
7,631
+6.7%
0.08%
+10.3%
Q3 2020$418,000
-2.3%
7,153
-8.8%
0.07%
-12.8%
Q2 2020$428,000
+16.9%
7,844
+0.8%
0.08%
-7.1%
Q1 2020$366,000
-49.2%
7,780
-33.1%
0.08%
-22.9%
Q4 2019$720,000
+7.5%
11,628
+0.4%
0.11%
-21.6%
Q3 2019$670,000
-2.2%
11,580
-0.9%
0.14%
+54.4%
Q2 2019$685,000
+3.3%
11,680
+2.2%
0.09%
-39.2%
Q1 2019$663,00011,4280.15%
Other shareholders
ISHARES TR shareholders Q1 2022
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