Waterford Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 632 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Waterford Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$327,117
+8.2%
5,0380.0%0.15%
-9.5%
Q3 2023$302,230
+95846.0%
5,0380.0%0.17%
+11.2%
Q2 2023$315
-2.5%
5,038
-3.5%
0.15%
-13.1%
Q1 2023$323
-26.9%
5,219
-31.7%
0.18%
-31.9%
Q4 2022$4427,6450.26%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Legacy Wealth Management, Inc 647,319$38,606,00018.16%
PHILLIPS FINANCIAL MANAGEMENT, LLC 51,154$3,029,0000.90%
NewSquare Capital LLC 29,205$1,742,0000.62%
Tortoise Investment Management, LLC 10,665$636,0000.27%
SCHMIDT P J INVESTMENT MANAGEMENT INC 6,992$417,0000.16%
Atria Investments, Inc 16,670$994,0000.10%
JANE STREET GROUP, LLC 108,297$6,459,0000.08%
Rehmann Capital Advisory Group 5,212$311,0000.07%
BlackRock Fund Advisors 3,775,615$225,178,0000.06%
NORRIS PERNE & FRENCH LLP/MI 4,556$272,0000.05%
View complete list of ISHARES TR shareholders