ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $795,287 | +11.9% | 13,257 | +16.8% | 0.02% | +15.8% |
| Q2 2023 | $710,737 | +46.2% | 11,350 | +44.7% | 0.02% | +18.8% |
| Q1 2023 | $486,060 | +12.1% | 7,846 | +4.7% | 0.02% | 0.0% |
| Q4 2022 | $433,606 | +23.2% | 7,491 | +8.5% | 0.02% | +14.3% |
| Q3 2022 | $352,000 | -8.3% | 6,907 | +2.6% | 0.01% | 0.0% |
| Q2 2022 | $384,000 | -4.5% | 6,729 | +11.4% | 0.01% | +7.7% |
| Q1 2022 | $402,000 | -1.0% | 6,040 | +5.5% | 0.01% | +8.3% |
| Q4 2021 | $406,000 | +0.2% | 5,725 | +0.3% | 0.01% | -14.3% |
| Q3 2021 | $405,000 | +1.2% | 5,710 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $400,000 | +22.0% | 5,452 | +16.6% | 0.01% | 0.0% |
| Q1 2021 | $328,000 | -45.3% | 4,674 | -47.6% | 0.01% | 0.0% |
| Q4 2020 | $600,000 | +78.0% | 8,926 | +53.1% | 0.01% | -41.7% |
| Q3 2019 | $337,000 | – | 5,830 | – | 0.02% | – |
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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% |