WEATHERLY ASSET MANAGEMENT L. P. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,688,552
-3.5%
78,156
+0.8%
0.56%
-1.2%
Q2 2023$4,856,341
+0.7%
77,553
-0.4%
0.57%
-9.4%
Q1 2023$4,824,144
+7.0%
77,872
-0.1%
0.63%
+1.6%
Q4 2022$4,509,579
+14.8%
77,913
+1.0%
0.62%
+9.2%
Q3 2022$3,928,000
-9.2%
77,148
+1.7%
0.56%
-6.5%
Q2 2022$4,328,000
-13.2%
75,884
+1.3%
0.60%
+3.3%
Q1 2022$4,989,000
+12.3%
74,936
+19.6%
0.58%
+18.5%
Q4 2021$4,444,000
+5.9%
62,650
+6.0%
0.49%
-3.5%
Q3 2021$4,198,000
+10.0%
59,121
+13.5%
0.51%
+6.2%
Q2 2021$3,818,000
+4.8%
52,093
+0.5%
0.48%
-4.8%
Q1 2021$3,642,000
+5.2%
51,826
+0.6%
0.50%
+1.6%
Q4 2020$3,461,000
+16.8%
51,512
+1.4%
0.50%
+4.0%
Q3 2020$2,963,000
+11.7%
50,785
+4.4%
0.48%
+1.9%
Q2 2020$2,652,000
+14.3%
48,645
-1.5%
0.47%
-7.5%
Q1 2020$2,320,000
-15.5%
49,361
+11.3%
0.51%
-3.4%
Q4 2019$2,746,000
+14.9%
44,356
+7.2%
0.52%
+3.1%
Q3 2019$2,389,000
-5.6%
41,362
-4.2%
0.51%
+1.0%
Q2 2019$2,531,000
+8.4%
43,154
+7.3%
0.50%
+5.7%
Q1 2019$2,335,000
+31.1%
40,203
+18.6%
0.48%
+13.0%
Q4 2018$1,781,000
-27.9%
33,897
-17.3%
0.42%
-16.8%
Q3 2018$2,471,000
+5.0%
40,977
+4.7%
0.51%
-7.7%
Q2 2018$2,353,000
+1.1%
39,127
+6.0%
0.55%
-0.5%
Q1 2018$2,327,000
+1.4%
36,920
+1.5%
0.55%
-0.5%
Q4 2017$2,295,000
+15.2%
36,386
+11.4%
0.56%
+5.1%
Q3 2017$1,992,000
+286.8%
32,668
+263.7%
0.53%
+264.1%
Q2 2017$515,000
+34.8%
8,983
+28.6%
0.14%
+28.3%
Q1 2017$382,000
+55.9%
6,984
+44.2%
0.11%
+44.9%
Q4 2016$245,000
+6.5%
4,844
+9.9%
0.08%
+2.6%
Q3 2016$230,000
+62.0%
4,406
+85.1%
0.08%
+153.3%
Q2 2014$142,0002,3800.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders