PENOBSCOT WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.

Quarter-by-quarter ownership
PENOBSCOT WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,981
-7.0%
49,688
-2.9%
2.26%
-3.9%
Q2 2023$3,204
-2.9%
51,161
-4.0%
2.35%
-8.5%
Q1 2023$3,301
+4.2%
53,287
-2.7%
2.57%
-6.8%
Q4 2022$3,169
-99.9%
54,751
-33.0%
2.75%
-31.6%
Q3 2022$4,162,000
-14.4%
81,729
-4.1%
4.03%
-15.0%
Q2 2022$4,860,00085,2154.74%
Other shareholders
ISHARES TR shareholders Q1 2023
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