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 | $2,394,206 | -4.2% | 39,910 | -0.0% | 1.78% | -1.8% |
| Q2 2023 | $2,499,968 | -5.7% | 39,922 | -6.7% | 1.81% | -11.4% |
| Q1 2023 | $2,650,560 | +10.3% | 42,784 | +3.0% | 2.04% | -4.0% |
| Q4 2022 | $2,403,166 | +13.5% | 41,519 | -0.1% | 2.12% | +4.4% |
| Q3 2022 | $2,117,000 | +0.1% | 41,557 | +12.1% | 2.03% | +8.0% |
| Q2 2022 | $2,114,000 | -13.8% | 37,073 | +0.6% | 1.88% | +3.3% |
| Q1 2022 | $2,453,000 | -4.1% | 36,836 | +2.1% | 1.82% | +3.8% |
| Q4 2021 | $2,558,000 | +0.9% | 36,063 | +1.0% | 1.76% | -9.2% |
| Q3 2021 | $2,536,000 | -2.7% | 35,716 | +0.4% | 1.94% | -4.7% |
| Q2 2021 | $2,607,000 | +236.0% | 35,569 | +221.6% | 2.03% | +211.5% |
| Q1 2021 | $776,000 | -6.4% | 11,059 | -10.5% | 0.65% | -8.4% |
| Q4 2020 | $829,000 | +7.1% | 12,350 | -6.9% | 0.71% | +1.3% |
| Q3 2020 | $774,000 | +2.9% | 13,269 | -3.9% | 0.70% | -3.8% |
| Q2 2020 | $752,000 | +28.8% | 13,804 | +11.0% | 0.73% | +1.5% |
| Q1 2020 | $584,000 | -18.4% | 12,436 | +7.4% | 0.72% | -0.3% |
| Q4 2019 | $716,000 | – | 11,581 | – | 0.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |