CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,001,199
-8.7%
17,295
-1.3%
0.25%
+14.7%
Q2 2023$1,097,198
+0.2%
17,522
-0.8%
0.22%
-6.4%
Q1 2023$1,094,513
+9.8%
17,668
+2.6%
0.23%
+3.1%
Q4 2022$996,617
+12.1%
17,219
-1.4%
0.23%
+0.4%
Q3 2022$889,000
-10.7%
17,4610.0%0.22%
-8.9%
Q2 2022$996,000
-14.9%
17,461
-0.6%
0.25%
-4.6%
Q1 2022$1,170,000
-6.2%
17,575
+0.1%
0.26%
-4.8%
Q4 2021$1,247,000
+1.1%
17,557
+1.1%
0.27%
-5.2%
Q3 2021$1,233,000
-5.4%
17,366
-2.4%
0.29%0.0%
Q2 2021$1,304,000
+5.3%
17,788
+1.0%
0.29%
-4.7%
Q1 2021$1,238,000
+4.4%
17,615
-0.2%
0.30%
-5.6%
Q4 2020$1,186,000
+9.2%
17,655
-5.1%
0.32%
-12.6%
Q3 2020$1,086,000
-5.6%
18,611
-11.8%
0.36%
-19.4%
Q2 2020$1,151,000
-13.0%
21,110
-25.1%
0.45%
-36.7%
Q1 2020$1,323,000
-15.6%
28,185
+9.9%
0.72%
-56.2%
Q4 2019$1,567,00025,6511.63%
Other shareholders
ISHARES TR shareholders Q1 2022
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