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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $232,000 | -12.8% | 3,167 | -16.4% | 0.03% | -19.4% |
| Q1 2021 | $266,000 | +4.3% | 3,789 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $255,000 | +15.4% | 3,789 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $221,000 | +6.8% | 3,789 | 0.0% | 0.04% | -2.7% |
| Q2 2020 | $207,000 | -1.9% | 3,789 | -15.5% | 0.04% | -9.8% |
| Q1 2020 | $211,000 | -23.8% | 4,482 | 0.0% | 0.04% | +5.1% |
| Q4 2019 | $277,000 | +1.8% | 4,482 | -4.7% | 0.04% | -2.5% |
| Q3 2019 | $272,000 | -1.4% | 4,703 | 0.0% | 0.04% | -4.8% |
| Q2 2019 | $276,000 | +1.1% | 4,703 | 0.0% | 0.04% | -4.5% |
| Q1 2019 | $273,000 | – | 4,703 | – | 0.04% | – |
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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% |