Zhang Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 593 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
Zhang Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,586,114
+12.5%
53,081
+13.0%
0.25%
+6.4%
Q1 2024$3,187,954
+6.5%
46,978
+1.9%
0.24%
-8.2%
Q4 2023$2,994,273
+10.5%
46,115
+2.1%
0.26%
-6.5%
Q3 2023$2,709,279
-7.4%
45,162
-3.3%
0.28%
-8.3%
Q2 2023$2,925,005
+3.6%
46,710
+2.5%
0.30%
-6.8%
Q1 2023$2,823,809
+16.7%
45,582
+9.0%
0.32%
+4.2%
Q4 2022$2,420,196
+19.0%
41,814
+4.7%
0.31%
+0.7%
Q3 2022$2,034,000
+130.4%
39,943
+158.0%
0.31%
+116.2%
Q2 2022$883,000
-38.9%
15,484
-28.6%
0.14%
-41.8%
Q1 2022$1,444,000
+1.3%
21,694
+7.9%
0.24%
-3.6%
Q4 2021$1,426,000
+14.7%
20,099
+14.8%
0.25%
-11.8%
Q3 2021$1,243,000
+76.3%
17,509
+82.1%
0.29%
+65.9%
Q2 2021$705,000
+4.8%
9,614
+0.4%
0.17%
-4.4%
Q1 2021$673,0009,5740.18%
Other shareholders
ISHARES TR shareholders Q1 2022
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