Bellwether Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,400,622
-5.7%
40,017
-1.5%
0.65%
-12.8%
Q2 2023$2,544,695
-2.7%
40,637
-3.7%
0.75%
+4.6%
Q1 2023$2,615,571
-5.8%
42,220
-12.0%
0.72%
-11.2%
Q4 2022$2,775,837
-19.2%
47,958
-28.9%
0.81%
-28.9%
Q3 2022$3,436,000
-19.7%
67,489
-10.0%
1.13%
-17.6%
Q2 2022$4,277,000
-24.5%
75,012
-11.8%
1.38%
-18.4%
Q1 2022$5,663,000
-4.9%
85,055
+1.4%
1.69%
-9.0%
Q4 2021$5,953,000
-3.9%
83,917
-3.8%
1.85%
-10.0%
Q3 2021$6,193,000
-3.8%
87,233
-0.7%
2.06%
-7.2%
Q2 2021$6,440,000
-2.4%
87,867
-6.4%
2.22%
-15.0%
Q1 2021$6,599,000
-3.2%
93,895
-7.5%
2.61%
-12.9%
Q4 2020$6,817,000101,4593.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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