Source Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,911,991
+10.7%
98,550
+15.6%
1.99%
+13.7%
Q2 2023$5,340,209
+5.7%
85,280
+4.6%
1.75%
+3.6%
Q1 2023$5,051,093
+958.2%
81,535
+888.7%
1.69%
+845.3%
Q4 2022$477,336
-59.4%
8,247
-50.3%
0.18%
-43.7%
Q4 2021$1,177,000
+10.4%
16,587
+10.5%
0.32%
+14.8%
Q3 2021$1,066,000
+2.5%
15,016
+5.8%
0.28%
+3.4%
Q2 2021$1,040,00014,1950.27%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders