SAX WEALTH 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
SAX WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$540,486
-10.8%
9,010
-6.9%
0.11%
-12.4%
Q2 2023$606,161
+3.7%
9,680
+2.6%
0.12%
-4.7%
Q1 2023$584,733
+7.2%
9,439
+0.1%
0.13%
+0.8%
Q4 2022$545,565
+13.7%
9,426
+0.0%
0.13%
+1.6%
Q3 2022$480,000
-10.6%
9,4220.0%0.12%
-9.5%
Q2 2022$537,000
-14.4%
9,422
+0.1%
0.14%
-9.9%
Q1 2022$627,000
-86.3%
9,416
-85.4%
0.15%
-84.1%
Q4 2021$4,582,000
+0.7%
64,589
+0.8%
0.96%
-11.5%
Q3 2021$4,548,000
-3.1%
64,060
+0.0%
1.08%
-33.0%
Q2 2021$4,694,000
+4.2%
64,038
-0.1%
1.61%
-2.3%
Q1 2021$4,504,000
+4.6%
64,0830.0%1.65%
-16.8%
Q4 2020$4,306,00064,0831.98%
Other shareholders
ISHARES TR shareholders Q2 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