Newton One Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Newton One Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,825,596
-2.1%
80,440
+2.2%
2.87%
+1.7%
Q2 2023$4,927,838
+3.9%
78,694
+2.8%
2.83%
-0.8%
Q1 2023$4,742,892
+2.2%
76,560
-4.5%
2.85%
-4.8%
Q4 2022$4,640,413
+16.9%
80,173
+2.8%
2.99%
+5.9%
Q3 2022$3,971,000
-12.3%
77,984
-1.7%
2.83%
-16.0%
Q2 2022$4,526,000
-12.6%
79,354
+2.0%
3.36%
-10.8%
Q1 2022$5,178,000
-3.4%
77,769
+2.9%
3.77%
-0.4%
Q4 2021$5,363,000
+1.1%
75,600
+1.2%
3.79%
-4.2%
Q3 2021$5,305,000
-6.6%
74,725
-3.6%
3.96%
-12.3%
Q2 2021$5,679,000
+4.6%
77,482
+0.3%
4.51%
-6.6%
Q1 2021$5,431,000
+3.5%
77,272
-1.0%
4.83%
-6.4%
Q4 2020$5,246,00078,0725.16%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders