ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $273,734 | -10.1% | 4,563 | -6.1% | 0.02% | -10.5% |
| Q2 2023 | $304,458 | +1.1% | 4,862 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $301,201 | -48.3% | 4,862 | -51.7% | 0.02% | -55.6% |
| Q4 2022 | $582,678 | +109.6% | 10,067 | +84.3% | 0.04% | +95.7% |
| Q3 2022 | $278,000 | -96.6% | 5,462 | -96.2% | 0.02% | -96.7% |
| Q2 2022 | $8,220,000 | +1564.0% | 144,142 | +1842.6% | 0.70% | +1841.7% |
| Q1 2022 | $494,000 | -7.0% | 7,420 | -0.8% | 0.04% | -5.3% |
| Q4 2021 | $531,000 | +7.5% | 7,480 | +7.5% | 0.04% | -2.6% |
| Q3 2021 | $494,000 | -19.7% | 6,955 | -17.1% | 0.04% | -20.4% |
| Q2 2021 | $615,000 | -9.2% | 8,388 | -13.0% | 0.05% | -14.0% |
| Q1 2021 | $677,000 | +8.8% | 9,638 | +4.1% | 0.06% | 0.0% |
| Q4 2020 | $622,000 | +50.2% | 9,258 | +30.3% | 0.06% | +29.5% |
| Q3 2020 | $414,000 | +13.7% | 7,103 | +6.5% | 0.04% | +10.0% |
| Q2 2020 | $364,000 | – | 6,668 | – | 0.04% | – |
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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% |