Greystone Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 623 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Greystone Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,364,341
+47.4%
37,757
+45.8%
0.55%
+35.3%
Q1 2023$1,604,512
+0.5%
25,900
-6.1%
0.40%
-13.6%
Q4 2022$1,596,163
+7.0%
27,577
-5.9%
0.47%
-7.3%
Q3 2022$1,492,000
-29.1%
29,310
-20.6%
0.51%
-22.9%
Q2 2022$2,104,00036,9000.66%
Other shareholders
ISHARES TR shareholders Q4 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