Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,117
-4.2%
2520.0%0.01%0.0%
Q2 2023$15,780
+1.1%
2520.0%0.01%0.0%
Q1 2023$15,611
+175.2%
252
+157.1%
0.01%
+140.0%
Q4 2022$5,672
-99.3%
98
-99.4%
0.01%
-99.4%
Q3 2022$864,000
-13.5%
16,976
-3.1%
0.84%
-7.2%
Q2 2022$999,000
-20.4%
17,523
-7.0%
0.90%
-13.9%
Q1 2022$1,255,000
-2.3%
18,849
+4.1%
1.05%
+2.2%
Q4 2021$1,285,000
+5.2%
18,110
+5.3%
1.02%
-0.7%
Q3 2021$1,222,000
+2.9%
17,205
+6.2%
1.03%
+3.0%
Q2 2021$1,188,000
+14.3%
16,201
+9.6%
1.00%
+7.5%
Q1 2021$1,039,000
+1450.7%
14,786
+1381.6%
0.93%
+1535.1%
Q4 2020$67,0009980.06%
Other shareholders
ISHARES TR shareholders Q1 2021
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