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 | $2,399,600 | -4.2% | 40,000 | 0.0% | 0.07% | +12.5% |
| Q2 2023 | $2,504,800 | +1.1% | 40,000 | 0.0% | 0.06% | -3.0% |
| Q1 2023 | $2,478,000 | +7.0% | 40,000 | 0.0% | 0.07% | +1.5% |
| Q4 2022 | $2,315,200 | +13.7% | 40,000 | 0.0% | 0.06% | +6.6% |
| Q3 2022 | $2,037,000 | -10.7% | 40,000 | 0.0% | 0.06% | +10.9% |
| Q2 2022 | $2,281,000 | -14.3% | 40,000 | 0.0% | 0.06% | +5.8% |
| Q1 2022 | $2,663,000 | -6.2% | 40,000 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $2,838,000 | -0.1% | 40,000 | 0.0% | 0.05% | -10.3% |
| Q3 2021 | $2,840,000 | -3.1% | 40,000 | 0.0% | 0.06% | -3.3% |
| Q2 2021 | $2,932,000 | +4.3% | 40,000 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $2,811,000 | +4.6% | 40,000 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $2,688,000 | +15.2% | 40,000 | 0.0% | 0.06% | +7.0% |
| Q3 2020 | $2,334,000 | +7.0% | 40,000 | 0.0% | 0.06% | +1.8% |
| Q2 2020 | $2,181,000 | +16.0% | 40,000 | 0.0% | 0.06% | +5.7% |
| Q1 2020 | $1,880,000 | -24.1% | 40,000 | 0.0% | 0.05% | -3.6% |
| Q4 2019 | $2,476,000 | +7.2% | 40,000 | 0.0% | 0.06% | +3.8% |
| Q3 2019 | $2,310,000 | -1.5% | 40,000 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $2,346,000 | +1.0% | 40,000 | 0.0% | 0.05% | -1.8% |
| Q1 2019 | $2,323,000 | +10.6% | 40,000 | 0.0% | 0.06% | -1.8% |
| Q4 2018 | $2,101,000 | -12.9% | 40,000 | 0.0% | 0.06% | -1.8% |
| Q3 2018 | $2,412,000 | +0.3% | 40,000 | 0.0% | 0.06% | -5.0% |
| Q2 2018 | $2,405,000 | -4.6% | 40,000 | 0.0% | 0.06% | -7.7% |
| Q1 2018 | $2,522,000 | -0.0% | 40,000 | 0.0% | 0.06% | +4.8% |
| Q4 2017 | $2,523,000 | +3.4% | 40,000 | 0.0% | 0.06% | -1.6% |
| Q3 2017 | $2,439,000 | +6.3% | 40,000 | 0.0% | 0.06% | +5.0% |
| Q2 2017 | $2,294,000 | +4.7% | 40,000 | 0.0% | 0.06% | +1.7% |
| Q1 2017 | $2,190,000 | +8.4% | 40,000 | 0.0% | 0.06% | +9.3% |
| Q4 2016 | $2,020,000 | +93.5% | 40,000 | +100.0% | 0.05% | +92.9% |
| Q3 2016 | $1,044,000 | +6.6% | 20,000 | 0.0% | 0.03% | +3.7% |
| Q2 2016 | $979,000 | – | 20,000 | – | 0.03% | – |
Download | ||||||
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% |