Summit Wealth Group, 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
Summit Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$610
-4.1%
10,1640.0%0.54%
+110.9%
Q2 2023$636
+5681.8%
10,164
-98.4%
0.26%
-1.9%
Q1 2023$11
-99.5%
653,034
+1726.2%
0.26%
-88.0%
Q4 2022$2,070
-99.2%
35,759
+827.1%
2.18%
+600.3%
Q4 2021$274,000
-9.6%
3,857
-9.6%
0.31%
-34.9%
Q3 2021$303,000
-21.1%
4,266
-18.5%
0.48%
-16.0%
Q2 2021$384,000
+937.8%
5,233
+887.4%
0.57%
+850.0%
Q1 2021$37,0005300.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders