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 ↓
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