SWMG, 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
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,146,237
-5.2%
82,182
-6.2%
2.69%
-11.1%
Q1 2023$5,428,555
-12.8%
87,628
-18.5%
3.03%
-19.5%
Q4 2022$6,221,926
+23.4%
107,497
+8.6%
3.76%
+14.4%
Q3 2022$5,042,00099,0123.29%
Other shareholders
ISHARES TR shareholders Q3 2022
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