CHERRYDALE WEALTH MANAGEMENT, LLC - 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
CHERRYDALE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$12,803,989
+10.9%
197,197
+2.4%
6.68%
-2.8%
Q3 2023$11,547,189
+21.0%
192,485
+26.3%
6.87%
+3.1%
Q2 2023$9,545,708
+0.3%
152,439
-0.8%
6.67%
-7.6%
Q1 2023$9,516,928
+4.4%
153,623
-2.5%
7.21%
-4.5%
Q4 2022$9,120,131
+51.2%
157,570
+33.0%
7.55%
+35.6%
Q3 2022$6,031,000
+234.5%
118,446
+274.6%
5.57%
+236.8%
Q2 2022$1,803,00031,6171.65%
Other shareholders
ISHARES TR shareholders Q3 2022
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