MEANS INVESTMENT CO., INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 343 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
MEANS INVESTMENT CO., INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,237,118
-15.9%
20,622
-12.2%
0.20%
-12.9%
Q2 2023$1,471,020
-2.0%
23,491
-3.0%
0.23%
-11.7%
Q1 2023$1,500,639
+6.0%
24,223
-1.0%
0.26%
-7.0%
Q4 2022$1,416,172
+11.9%
24,467
-1.6%
0.28%
+3.3%
Q3 2022$1,266,000
-12.7%
24,855
-2.3%
0.28%
-10.4%
Q2 2022$1,450,000
-15.8%
25,429
-1.7%
0.31%
-1.6%
Q1 2022$1,722,000
-7.0%
25,864
-0.9%
0.31%
-4.6%
Q4 2021$1,851,000
+0.7%
26,089
+0.7%
0.33%
-9.9%
Q3 2021$1,839,000
-2.1%
25,898
+1.0%
0.36%
-3.5%
Q2 2021$1,879,000
+3.7%
25,637
-0.6%
0.38%
-8.7%
Q1 2021$1,812,000
-1.9%
25,782
+0.0%
0.41%
-2.1%
Q4 2020$1,847,000
+16.9%
25,776
+0.1%
0.42%
-3.0%
Q3 2020$1,580,000
-4.5%
25,743
-9.2%
0.43%
-16.2%
Q2 2020$1,654,000
+0.5%
28,349
-16.1%
0.52%
-18.7%
Q1 2020$1,645,000
-31.8%
33,809
-11.7%
0.64%
-21.3%
Q4 2019$2,413,000
-3.2%
38,287
-7.0%
0.81%
-14.0%
Q3 2019$2,493,000
-4.6%
41,156
-7.9%
0.94%
-12.2%
Q2 2019$2,613,000
-8.7%
44,705
-9.3%
1.07%
-14.7%
Q1 2019$2,861,000
-21.1%
49,276
-28.6%
1.26%
-37.4%
Q4 2018$3,627,00069,0462.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders