ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 217 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,806,000 | -83.0% | 32,402 | -81.1% | 0.02% | -80.2% |
| Q4 2019 | $10,624,000 | -18.6% | 171,627 | -24.1% | 0.12% | -26.2% |
| Q3 2019 | $13,058,000 | +8.2% | 226,070 | +9.8% | 0.16% | +446.7% |
| Q2 2019 | $12,068,000 | +14.8% | 205,806 | +13.7% | 0.03% | +11.1% |
| Q1 2019 | $10,508,000 | +18.1% | 180,947 | +6.8% | 0.03% | +3.8% |
| Q4 2018 | $8,900,000 | -5.2% | 169,434 | +8.8% | 0.03% | +8.3% |
| Q3 2018 | $9,390,000 | +17.8% | 155,699 | +17.4% | 0.02% | +14.3% |
| Q2 2018 | $7,972,000 | +12.3% | 132,581 | +17.7% | 0.02% | +10.5% |
| Q1 2018 | $7,102,000 | +46.0% | 112,652 | +46.1% | 0.02% | +46.2% |
| Q4 2017 | $4,864,000 | +40.9% | 77,109 | +36.3% | 0.01% | +30.0% |
| Q3 2017 | $3,451,000 | +73.7% | 56,590 | +63.3% | 0.01% | +66.7% |
| Q2 2017 | $1,987,000 | +107.6% | 34,646 | +98.1% | 0.01% | +100.0% |
| Q1 2017 | $957,000 | +156.6% | 17,485 | +137.0% | 0.00% | +200.0% |
| Q4 2016 | $373,000 | – | 7,378 | – | 0.00% | – |
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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% |