ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,836,707 | +1.1% | 147,303 | +5.5% | 1.28% | +4.7% |
| Q2 2023 | $8,743,693 | -1.4% | 139,631 | -2.5% | 1.23% | -3.8% |
| Q1 2023 | $8,871,736 | +7.0% | 143,208 | +0.0% | 1.27% | -6.3% |
| Q4 2022 | $8,287,837 | +10.9% | 143,190 | -2.4% | 1.36% | +6.0% |
| Q3 2022 | $7,472,000 | -4.6% | 146,733 | +6.9% | 1.28% | +2.3% |
| Q2 2022 | $7,829,000 | -38.7% | 137,278 | -28.5% | 1.25% | -62.7% |
| Q1 2022 | $12,778,000 | -19.8% | 191,926 | -14.5% | 3.36% | +49.0% |
| Q4 2021 | $15,923,000 | +34.2% | 224,462 | +34.3% | 2.25% | +23.6% |
| Q3 2021 | $11,866,000 | -18.8% | 167,133 | -16.2% | 1.82% | -17.5% |
| Q2 2021 | $14,620,000 | -28.0% | 199,453 | -31.0% | 2.21% | -30.8% |
| Q1 2021 | $20,309,000 | +21.3% | 288,969 | +15.9% | 3.19% | +13.4% |
| Q4 2020 | $16,747,000 | +63.2% | 249,244 | +41.7% | 2.82% | +41.2% |
| Q3 2020 | $10,259,000 | -6.1% | 175,849 | -12.3% | 1.99% | -20.1% |
| Q2 2020 | $10,929,000 | +243.4% | 200,466 | +196.1% | 2.49% | +166.7% |
| Q1 2020 | $3,183,000 | +91.7% | 67,706 | +152.4% | 0.94% | +167.1% |
| Q4 2019 | $1,660,000 | -73.3% | 26,825 | -75.0% | 0.35% | -76.8% |
| Q3 2019 | $6,207,000 | -22.1% | 107,462 | -20.9% | 1.51% | -24.7% |
| Q2 2019 | $7,966,000 | -36.5% | 135,847 | -37.1% | 2.00% | -37.8% |
| Q1 2019 | $12,546,000 | +9.4% | 216,057 | -1.0% | 3.22% | +7.3% |
| Q4 2018 | $11,467,000 | – | 218,290 | – | 3.01% | – |
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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% |