ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,459 | -5.0% | 57,660 | -0.8% | 0.49% | +0.2% |
| Q2 2023 | $3,641 | +3.3% | 58,140 | +2.2% | 0.49% | -0.4% |
| Q1 2023 | $3,524 | +7.0% | 56,880 | 0.0% | 0.49% | +2.5% |
| Q4 2022 | $3,292 | -99.9% | 56,880 | -10.3% | 0.48% | -3.4% |
| Q3 2022 | $3,228,000 | -1.7% | 63,395 | +10.1% | 0.49% | +3.8% |
| Q2 2022 | $3,283,000 | +3.1% | 57,570 | +20.4% | 0.48% | +13.1% |
| Q1 2022 | $3,184,000 | -6.1% | 47,815 | 0.0% | 0.42% | -6.9% |
| Q4 2021 | $3,392,000 | +10.7% | 47,815 | +10.7% | 0.45% | -2.2% |
| Q3 2021 | $3,065,000 | -3.2% | 43,175 | 0.0% | 0.46% | -4.3% |
| Q2 2021 | $3,165,000 | +1.3% | 43,175 | -2.9% | 0.48% | -4.7% |
| Q1 2021 | $3,125,000 | +3.4% | 44,460 | -1.1% | 0.51% | -0.4% |
| Q4 2020 | $3,021,000 | +9.1% | 44,960 | -5.3% | 0.51% | -5.2% |
| Q3 2020 | $2,770,000 | +7.0% | 47,475 | 0.0% | 0.54% | +1.1% |
| Q2 2020 | $2,588,000 | +15.9% | 47,475 | 0.0% | 0.53% | -3.5% |
| Q1 2020 | $2,232,000 | -16.1% | 47,475 | +10.4% | 0.55% | +4.8% |
| Q4 2019 | $2,661,000 | – | 42,985 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |