IEQ CAPITAL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 643 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.

Quarter-by-quarter ownership
IEQ CAPITAL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$238,514
+8.1%
3,673
-0.1%
0.00%0.0%
Q3 2023$220,621
-4.2%
3,6780.0%0.00%
-20.0%
Q2 2023$230,294
-10.6%
3,678
-11.6%
0.01%
-16.7%
Q1 2023$257,650
+3.4%
4,159
-3.4%
0.01%
-14.3%
Q4 2022$249,1354,3040.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders