ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 217 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,878 | -93.9% | 48 | -93.6% | 0.00% | -100.0% |
| Q2 2023 | $46,831 | +8.0% | 748 | +6.9% | 0.00% | 0.0% |
| Q1 2023 | $43,365 | +7.0% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,516 | -60.3% | 700 | -65.1% | 0.00% | -50.0% |
| Q3 2022 | $102,000 | -10.5% | 2,003 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $114,000 | -14.9% | 2,003 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $134,000 | -5.6% | 2,003 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $142,000 | -0.7% | 2,003 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $143,000 | -35.0% | 2,003 | -33.3% | 0.01% | -33.3% |
| Q2 2021 | $220,000 | +30.2% | 3,003 | +24.9% | 0.01% | +12.5% |
| Q1 2021 | $169,000 | +5.0% | 2,404 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $161,000 | +62.6% | 2,404 | +41.4% | 0.01% | +33.3% |
| Q3 2020 | $99,000 | +6.5% | 1,700 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $93,000 | +97.9% | 1,700 | +70.0% | 0.01% | +50.0% |
| Q1 2020 | $47,000 | -24.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $62,000 | +6.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $58,000 | -1.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $59,000 | +1.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $58,000 | +9.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $53,000 | -11.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $60,000 | 0.0% | 1,000 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $60,000 | -4.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $63,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $63,000 | +3.3% | 1,000 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $61,000 | +7.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $57,000 | +3.6% | 1,000 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $55,000 | +10.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $50,000 | -3.8% | 1,000 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $52,000 | +6.1% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $49,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $49,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $49,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $49,000 | -10.9% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $55,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $55,000 | +3.8% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $53,000 | -5.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $56,000 | -6.7% | 1,000 | 0.0% | 0.01% | -14.3% |
| Q2 2014 | $60,000 | +3.4% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $58,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $58,000 | +5.5% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $55,000 | +10.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $50,000 | – | 1,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |