Williams Jones Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$353,641
-4.2%
5,8950.0%0.01%
-16.7%
Q2 2023$369,145
+1.1%
5,8950.0%0.01%0.0%
Q1 2023$365,195
+7.0%
5,8950.0%0.01%0.0%
Q4 2022$341,2035,8950.01%
Other shareholders
ISHARES TR shareholders Q4 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