Kerntke Otto McGlone Wealth Management Group - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Kerntke Otto McGlone Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,252,119
-4.9%
37,541
-0.7%
2.32%
+0.2%
Q2 2023$2,368,000
+1.1%
37,813
-0.0%
2.32%
-3.8%
Q1 2023$2,343,000
+5.7%
37,827
-1.2%
2.41%
-5.5%
Q4 2022$2,217,000
+14.0%
38,304
+0.3%
2.55%
-13.0%
Q3 2022$1,945,000
-8.7%
38,191
+2.3%
2.93%
-7.8%
Q2 2022$2,130,000
-4.4%
37,350
+18.9%
3.18%
+17.1%
Q4 2021$2,229,000
-50.1%
31,425
-48.4%
2.72%
+52.3%
Q2 2021$4,468,000
+5.4%
60,952
+1.0%
1.78%
-19.9%
Q1 2021$4,240,000
+1.7%
60,327
-2.8%
2.22%
-9.7%
Q4 2020$4,170,000
+10.7%
62,068
-3.9%
2.46%
-10.9%
Q3 2020$3,768,000
-8.7%
64,586
-14.7%
2.76%
-26.5%
Q2 2020$4,126,000
+15.7%
75,681
-0.2%
3.76%
-5.7%
Q1 2020$3,565,000
-14.8%
75,838
+12.1%
3.99%
+12.9%
Q4 2019$4,186,00067,6223.54%
Other shareholders
ISHARES TR shareholders Q2 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