AFS Financial Group, LLC - 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
AFS Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$715,561
-44.9%
11,928
-42.5%
0.49%
-41.9%
Q2 2023$1,299,553
-5.8%
20,753
-6.8%
0.84%
-8.5%
Q1 2023$1,378,945
+7.0%
22,2590.0%0.92%
+0.3%
Q4 2022$1,288,35122,2590.92%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders