FSA Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
FSA Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,477,045
-5.9%
91,299
-1.8%
3.06%
-2.5%
Q2 2023$5,819,896
+0.7%
92,940
-0.4%
3.14%
-6.4%
Q1 2023$5,781,668
+4.4%
93,328
-2.5%
3.36%
+4.1%
Q4 2022$5,539,867
+5.6%
95,713
-7.1%
3.22%
-12.1%
Q3 2022$5,244,000
+303.4%
102,983
+352.2%
3.67%
+1.7%
Q2 2022$1,300,000
-77.4%
22,773
-71.9%
3.61%
+7.8%
Q1 2022$5,742,0000.0%80,9430.0%3.35%0.0%
Q4 2021$5,742,000
-0.6%
80,943
-0.6%
3.35%
-6.9%
Q3 2021$5,779,000
-4.1%
81,397
-1.0%
3.60%
-5.0%
Q2 2021$6,027,000
+3.6%
82,226
-0.7%
3.78%
-2.8%
Q1 2021$5,818,000
-1.6%
82,780
-5.9%
3.89%
+31.6%
Q4 2020$5,913,000
+14.5%
88,009
-0.6%
2.96%
-10.9%
Q3 2020$5,164,000
+6.7%
88,510
-0.3%
3.32%
+0.8%
Q2 2020$4,841,000
+38.4%
88,797
+19.3%
3.29%
+12.4%
Q1 2020$3,498,000
+69860.0%
74,414
+90648.8%
2.93%
+73150.0%
Q4 2019$5,000820.00%
Other shareholders
ISHARES TR shareholders Q3 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