ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $443,791 | -11.3% | 7,398 | -7.4% | 0.01% | 0.0% |
| Q2 2023 | $500,443 | +68.2% | 7,992 | +66.4% | 0.01% | +40.0% |
| Q1 2023 | $297,484 | +18.7% | 4,802 | +11.0% | 0.01% | +25.0% |
| Q4 2022 | $250,525 | +6.2% | 4,328 | -6.4% | 0.00% | 0.0% |
| Q3 2022 | $236,000 | -10.6% | 4,626 | +0.0% | 0.00% | -20.0% |
| Q2 2022 | $264,000 | -14.3% | 4,625 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $308,000 | +2.0% | 4,619 | +8.5% | 0.01% | 0.0% |
| Q4 2021 | $302,000 | +19.4% | 4,259 | +19.7% | 0.01% | 0.0% |
| Q3 2021 | $253,000 | -3.1% | 3,559 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | +4.4% | 3,559 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $250,000 | -5.7% | 3,559 | -9.9% | 0.01% | -14.3% |
| Q4 2020 | $265,000 | +15.7% | 3,950 | +0.5% | 0.01% | 0.0% |
| Q3 2020 | $229,000 | -12.9% | 3,930 | -18.4% | 0.01% | -12.5% |
| Q2 2020 | $263,000 | – | 4,819 | – | 0.01% | – |
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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% |