Physician Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,411,419
-6.2%
124,771
-0.8%
1.91%
-2.8%
Q2 2023$7,901,148
-0.3%
125,774
+0.1%
1.96%
-5.7%
Q1 2023$7,924,097
-1.1%
125,600
-1.3%
2.08%
-3.9%
Q4 2022$8,015,117
+21.0%
127,204
+2.7%
2.16%
+6.2%
Q3 2022$6,623,000
+15.9%
123,884
+28.2%
2.04%
+23.0%
Q2 2022$5,713,000
-6.8%
96,664
+0.2%
1.66%
+1.7%
Q1 2022$6,128,000
+1.6%
96,450
+13.3%
1.63%
+2.9%
Q4 2021$6,029,000
+3.0%
85,119
+6.4%
1.58%
-1.7%
Q3 2021$5,853,000
+2.3%
80,025
+1.4%
1.61%
-1.8%
Q2 2021$5,720,000
+27.7%
78,901
+26.7%
1.64%
+12.3%
Q1 2021$4,481,000
+1.3%
62,254
+0.5%
1.46%
-3.2%
Q4 2020$4,424,000
+22.6%
61,915
-0.9%
1.51%
+4.0%
Q3 2020$3,608,000
-3.4%
62,481
-2.4%
1.45%
-3.8%
Q2 2020$3,734,000
+23.4%
64,050
+3.0%
1.50%
-0.5%
Q1 2020$3,026,000
-13.1%
62,196
+11.8%
1.51%
-2.5%
Q4 2019$3,484,000
+3.3%
55,607
-0.0%
1.55%
-5.9%
Q3 2019$3,374,00055,6131.65%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Global Beta Advisors LLC 2,752,873$170,403,00035.47%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,493,805$587,667,00030.98%
New England Professional Planning Group Inc. 470,353$29,103,00023.09%
AlphaCore Capital LLC 507,176$31,394,00019.04%
ESL Trust Services, LLC 652,905$40,415,00018.66%
AGILIS PARTNERS LLC 542,399$33,574,00017.90%
CAHABA WEALTH MANAGEMENT, INC. 785,859$48,644,00010.78%
Sequoia Financial Advisors, LLC 2,714,309$168,016,00010.67%
Pasadena Private Wealth, LLC 375,626$23,251,00010.20%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,699,703$105,212,0009.53%
View complete list of ISHARES TR shareholders