NEW ENGLAND GUILD WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 330 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NEW ENGLAND GUILD WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,360
-99.9%
40,768
+2.9%
1.24%
+2.1%
Q3 2022$2,017,000
-8.2%
39,605
+2.8%
1.22%
-10.1%
Q2 2022$2,197,000
-9.4%
38,524
+5.8%
1.36%
+5.5%
Q1 2022$2,425,000
-4.4%
36,419
+1.8%
1.28%
+1.2%
Q4 2021$2,537,000
+0.5%
35,761
+0.6%
1.27%
-5.1%
Q3 2021$2,525,000
-2.2%
35,559
+0.9%
1.34%
-4.4%
Q2 2021$2,582,000
-1.0%
35,230
-5.1%
1.40%
-4.5%
Q1 2021$2,608,000
-1.0%
37,106
-5.3%
1.47%
-6.2%
Q4 2020$2,634,000
+23.5%
39,199
+7.3%
1.56%
+5.0%
Q3 2020$2,132,000
+4.9%
36,546
-2.0%
1.49%
-0.3%
Q2 2020$2,033,000
+18.3%
37,294
+2.0%
1.49%
-3.2%
Q1 2020$1,718,000
+64.1%
36,546
+116.0%
1.54%
+105.2%
Q4 2019$1,047,000
+7.3%
16,917
+0.1%
0.75%
+7.3%
Q3 2019$976,000
+64.0%
16,896
+66.4%
0.70%
+58.6%
Q2 2019$595,000
+71.0%
10,152
+25.5%
0.44%
+68.1%
Q1 2019$348,000
+10.5%
8,091
+34.8%
0.26%
-0.4%
Q4 2018$315,000
-13.0%
6,0000.0%0.26%
-19.3%
Q3 2018$362,000
+0.3%
6,0000.0%0.33%
-0.9%
Q2 2018$361,000
-4.5%
6,0000.0%0.33%
-7.8%
Q1 2018$378,0000.0%6,0000.0%0.36%
-1.1%
Q4 2017$378,0006,0000.36%
Other shareholders
ISHARES TR shareholders Q3 2019
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