ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,962 | -4.2% | 3,900 | 0.0% | 0.05% | -1.8% |
| Q2 2023 | $244,219 | +2.1% | 3,900 | +1.0% | 0.06% | -3.5% |
| Q1 2023 | $239,313 | +7.0% | 3,863 | 0.0% | 0.06% | +5.6% |
| Q4 2022 | $223,590 | +13.5% | 3,863 | 0.0% | 0.05% | +5.9% |
| Q3 2022 | $197,000 | -10.5% | 3,863 | 0.0% | 0.05% | -3.8% |
| Q2 2022 | $220,000 | -14.4% | 3,863 | 0.0% | 0.05% | +3.9% |
| Q1 2022 | $257,000 | -6.2% | 3,863 | 0.0% | 0.05% | +8.5% |
| Q4 2021 | $274,000 | 0.0% | 3,863 | 0.0% | 0.05% | -9.6% |
| Q3 2021 | $274,000 | -3.2% | 3,863 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $283,000 | +4.4% | 3,863 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $271,000 | +4.2% | 3,863 | 0.0% | 0.05% | +4.0% |
| Q4 2020 | $260,000 | +15.6% | 3,863 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $225,000 | +6.6% | 3,863 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $211,000 | – | 3,863 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |