WFA of San Diego, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 694 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$121,068
+8.3%
1,792
-3.9%
0.11%
-6.9%
Q3 2023$111,822
-4.2%
1,8640.0%0.12%
+0.9%
Q2 2023$116,724
+5.0%
1,864
-3.0%
0.12%
+35.3%
Q4 2022$111,187
+3.9%
1,921
+2.5%
0.08%
-7.6%
Q2 2022$107,000
-18.9%
1,875
+0.5%
0.09%
+19.5%
Q4 2021$132,0000.0%1,8660.0%0.08%
-16.3%
Q3 2021$132,0001,8660.09%
Other shareholders
ISHARES TR shareholders Q2 2024
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