Continuum Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,237,987
+1.9%
37,306
+6.4%
0.36%
+2.9%
Q2 2023$2,196,334
+386.8%
35,074
+381.6%
0.35%
+353.2%
Q1 2023$451,182
-77.4%
7,283
-78.9%
0.08%
-78.6%
Q4 2022$1,996,455
+460.8%
34,493
+393.4%
0.36%
+471.4%
Q3 2022$356,000
-15.6%
6,991
-5.5%
0.06%
-18.2%
Q2 2022$422,000
-58.7%
7,399
-55.0%
0.08%
-60.3%
Q1 2022$1,023,000
-19.2%
16,452
-7.8%
0.19%
-31.9%
Q4 2021$1,266,000
+94.8%
17,850
+95.0%
0.28%
+63.8%
Q3 2021$650,0009,1520.17%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders