Soltis Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 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
Soltis Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,499,321
-4.1%
58,332
+0.1%
0.45%
+6.1%
Q2 2023$3,649,602
-1.2%
58,282
-2.2%
0.42%
-9.8%
Q1 2023$3,693,088
+7.0%
59,6140.0%0.47%
+3.5%
Q4 2022$3,450,459
+3.3%
59,614
-9.2%
0.45%
-9.7%
Q3 2022$3,341,000
-12.9%
65,620
-2.5%
0.50%
-9.7%
Q2 2022$3,837,000
-15.5%
67,272
-1.4%
0.56%
-11.7%
Q1 2022$4,542,000
-6.1%
68,216
+0.0%
0.63%
-7.5%
Q4 2021$4,838,000
-0.3%
68,205
-0.2%
0.68%
-9.2%
Q3 2021$4,852,000
+1.7%
68,338
+4.9%
0.75%
-0.8%
Q2 2021$4,773,000
+3.2%
65,120
-1.0%
0.76%
-10.2%
Q1 2021$4,623,000
+5.6%
65,786
+1.0%
0.84%
+3.9%
Q4 2020$4,377,000
+10.6%
65,140
-4.0%
0.81%
-12.8%
Q3 2020$3,958,000
+3.4%
67,839
-3.4%
0.93%
-6.3%
Q2 2020$3,829,000
+10.3%
70,236
-4.9%
0.99%
-7.9%
Q1 2020$3,473,000
-27.2%
73,886
-4.1%
1.08%
+17.4%
Q4 2019$4,768,00077,0250.92%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders