BRIGGS ADVISORY GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
BRIGGS ADVISORY GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,047,759
-4.4%
34,135
-0.2%
1.17%
-2.0%
Q2 2023$2,142,230
-1.6%
34,210
-2.7%
1.20%
-7.3%
Q1 2023$2,177,109
+6.2%
35,143
-0.8%
1.29%
-1.2%
Q4 2022$2,050,573
+50.0%
35,428
+32.0%
1.31%
+27.4%
Q3 2022$1,367,000
-28.8%
26,842
-20.3%
1.02%
-26.9%
Q2 2022$1,920,000
+0.3%
33,662
+17.0%
1.40%
+10.4%
Q1 2022$1,915,000
-24.8%
28,766
-19.9%
1.27%
-26.9%
Q4 2021$2,548,00035,9181.74%
Other shareholders
ISHARES TR shareholders Q3 2022
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