Resurgent Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Resurgent Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$154,234
+2.1%
2,571
+6.6%
0.10%
+5.0%
Q2 2023$151,039
+0.8%
2,412
-0.2%
0.10%0.0%
Q1 2023$149,795
+2.1%
2,418
-4.6%
0.10%
+29.9%
Q4 2022$146,668
-34.2%
2,534
-42.1%
0.08%
-48.3%
Q3 2022$223,000
-19.5%
4,378
-9.9%
0.15%
-16.3%
Q2 2022$277,000
-19.9%
4,857
-6.5%
0.18%
-17.2%
Q1 2022$346,000
+21.4%
5,196
+29.4%
0.22%
-5.3%
Q4 2021$285,0004,0150.23%
Other shareholders
ISHARES TR shareholders Q1 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