Element Wealth, 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
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,524,170
-0.2%
25,407
+4.2%
1.10%
+3.4%
Q2 2023$1,526,618
+24.6%
24,379
+23.3%
1.06%
+16.3%
Q1 2023$1,224,860
+58.9%
19,772
+48.4%
0.91%
+45.1%
Q4 2022$770,890
+851.7%
13,319
+733.0%
0.63%
+740.0%
Q3 2022$81,000
-11.0%
1,599
+0.1%
0.08%
-17.6%
Q2 2022$91,000
-9.9%
1,598
+5.5%
0.09%
+12.3%
Q1 2022$101,0001,5150.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders