BARON SILVER STEVENS FINANCIAL 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
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,185,172
-1.6%
86,434
+2.7%
1.17%
+1.5%
Q2 2023$5,268,886
+16.8%
84,141
+15.5%
1.16%
-1.5%
Q1 2023$4,511,137
-3.2%
72,819
-9.6%
1.17%
+2.4%
Q4 2022$4,662,292
-84.9%
80,551
-3.9%
1.15%
-86.3%
Q3 2022$30,801,000
+657.0%
83,816
+17.5%
8.39%
+697.1%
Q2 2022$4,069,000
+63.0%
71,360
+90.3%
1.05%
+79.8%
Q1 2022$2,497,000
+11.1%
37,506
+18.4%
0.58%
+10.2%
Q4 2021$2,247,000
+9.9%
31,679
+10.0%
0.53%
-2.6%
Q3 2021$2,044,000
+18.4%
28,789
+22.1%
0.54%
+16.5%
Q2 2021$1,727,000
+11.9%
23,570
+7.3%
0.47%
-44.2%
Q1 2021$1,543,000
+10.0%
21,967
+5.2%
0.84%
+74.8%
Q4 2020$1,403,00020,8910.48%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Global Beta Advisors LLC 2,752,873$170,403,00035.47%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,493,805$587,667,00030.98%
New England Professional Planning Group Inc. 470,353$29,103,00023.09%
AlphaCore Capital LLC 507,176$31,394,00019.04%
ESL Trust Services, LLC 652,905$40,415,00018.66%
AGILIS PARTNERS LLC 542,399$33,574,00017.90%
CAHABA WEALTH MANAGEMENT, INC. 785,859$48,644,00010.78%
Sequoia Financial Advisors, LLC 2,714,309$168,016,00010.67%
Pasadena Private Wealth, LLC 375,626$23,251,00010.20%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,699,703$105,212,0009.53%
View complete list of ISHARES TR shareholders