Wealth Alliance - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$452,932
-4.6%
7,550
-0.4%
0.07%0.0%
Q2 2023$474,855
-2.7%
7,583
-3.7%
0.07%
-10.1%
Q1 2023$487,938
+12.6%
7,876
+5.2%
0.08%
+2.6%
Q4 2022$433,366
+16.8%
7,487
+2.8%
0.08%
+5.5%
Q3 2022$371,000
-30.5%
7,282
-22.2%
0.07%
-28.4%
Q2 2022$534,000
-43.1%
9,365
-33.5%
0.10%
-46.9%
Q1 2022$938,000
-23.3%
14,086
-18.3%
0.19%
-22.0%
Q4 2021$1,223,000
-3.5%
17,233
-3.5%
0.25%
-13.7%
Q3 2021$1,268,000
-10.7%
17,862
-7.8%
0.28%
-14.7%
Q2 2021$1,420,000
-18.2%
19,370
-21.6%
0.33%
-31.3%
Q1 2021$1,736,000
+0.6%
24,707
-3.8%
0.49%
-4.5%
Q4 2020$1,726,000
+12.8%
25,687
-2.0%
0.51%
-7.5%
Q3 2020$1,530,000
+14.5%
26,221
+7.0%
0.55%
+4.2%
Q2 2020$1,336,000
+5.4%
24,507
-9.1%
0.53%
-22.7%
Q1 2020$1,267,000
+77.5%
26,947
+133.5%
0.68%
+34.4%
Q4 2019$714,00011,5390.51%
Other shareholders
ISHARES TR shareholders Q3 2023
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