Haverford Trust Co - 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
Haverford Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,233,128
-6.3%
37,225
-2.2%
0.03%0.0%
Q2 2023$2,382,378
+10.6%
38,045
+9.4%
0.03%
+3.8%
Q1 2023$2,153,692
+36.2%
34,765
+27.2%
0.03%
+36.8%
Q4 2022$1,581,803
+29.5%
27,329
+13.9%
0.02%
+11.8%
Q3 2022$1,221,000
-7.4%
23,988
+3.8%
0.02%0.0%
Q2 2022$1,318,000
-14.4%
23,1080.0%0.02%
-5.6%
Q1 2022$1,539,000
+3.6%
23,108
+10.3%
0.02%
+12.5%
Q4 2021$1,486,000
-0.1%
20,9540.0%0.02%
-11.1%
Q3 2021$1,488,000
-50.9%
20,954
-5.6%
0.02%0.0%
Q2 2021$3,032,000
+120.0%
22,195
+13.2%
0.02%0.0%
Q1 2021$1,378,000
+11.0%
19,605
+6.1%
0.02%0.0%
Q4 2020$1,242,000
+14.5%
18,485
-0.6%
0.02%
+5.9%
Q3 2020$1,085,000
-1.6%
18,590
-8.1%
0.02%
-10.5%
Q2 2020$1,103,000
+18.5%
20,230
+2.2%
0.02%0.0%
Q1 2020$931,000
-22.7%
19,800
+1.8%
0.02%
-5.0%
Q4 2019$1,204,000
+18.6%
19,455
+10.7%
0.02%
+11.1%
Q3 2019$1,015,000
-9.9%
17,580
-8.5%
0.02%
-10.0%
Q2 2019$1,126,000
+0.4%
19,205
-0.6%
0.02%
-4.8%
Q1 2019$1,122,000
+9.7%
19,325
-0.8%
0.02%
-4.5%
Q4 2018$1,023,000
-15.2%
19,475
-2.7%
0.02%0.0%
Q3 2018$1,207,00020,0100.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders