ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |