Level Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 633 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.9%.

Quarter-by-quarter ownership
Level Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$65,209
-4.2%
1,0870.0%0.04%
-5.3%
Q2 2023$68,068
+1.1%
1,0870.0%0.04%
-5.0%
Q1 2023$67,340
+6.9%
1,0870.0%0.04%
-2.4%
Q4 2022$63,000
+14.5%
1,0870.0%0.04%0.0%
Q3 2022$55,000
-11.3%
1,0870.0%0.04%
-10.9%
Q2 2022$62,000
-13.9%
1,0870.0%0.05%
-16.4%
Q1 2022$72,000
-6.5%
1,0870.0%0.06%
-6.8%
Q4 2021$77,0001,0870.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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