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 | $71,779 | -3.4% | 1,196,523 | +0.8% | 0.27% | +3.5% |
| Q2 2023 | $74,332 | +0.2% | 1,187,034 | -0.9% | 0.26% | -14.5% |
| Q1 2023 | $74,168 | +6.6% | 1,197,216 | -0.4% | 0.30% | +11.8% |
| Q4 2022 | $69,564 | -99.9% | 1,201,861 | +0.1% | 0.27% | +3.4% |
| Q3 2022 | $61,150,000 | -9.8% | 1,200,895 | +1.0% | 0.26% | -14.4% |
| Q2 2022 | $67,823,000 | -13.6% | 1,188,516 | +0.8% | 0.31% | -8.9% |
| Q1 2022 | $78,492,000 | +13.1% | 1,178,911 | +20.5% | 0.34% | +24.9% |
| Q4 2021 | $69,421,000 | +5.3% | 978,592 | +5.4% | 0.27% | -4.6% |
| Q3 2021 | $65,943,000 | +2.3% | 928,764 | +5.6% | 0.28% | -0.7% |
| Q2 2021 | $64,442,000 | +7.7% | 879,147 | +3.2% | 0.28% | -2.4% |
| Q1 2021 | $59,855,000 | +2.6% | 851,669 | -1.9% | 0.29% | +3.2% |
| Q4 2020 | $58,348,000 | +970.2% | 868,410 | +829.3% | 0.28% | +809.7% |
| Q3 2020 | $5,452,000 | -2.4% | 93,452 | -8.8% | 0.03% | -11.4% |
| Q2 2020 | $5,588,000 | +4.2% | 102,491 | -10.1% | 0.04% | -16.7% |
| Q1 2020 | $5,362,000 | -25.6% | 114,057 | -2.0% | 0.04% | -10.6% |
| Q4 2019 | $7,205,000 | -1.5% | 116,392 | -8.1% | 0.05% | -11.3% |
| Q3 2019 | $7,313,000 | -2.1% | 126,608 | -0.6% | 0.05% | -7.0% |
| Q2 2019 | $7,467,000 | +7.7% | 127,331 | +6.7% | 0.06% | 0.0% |
| Q1 2019 | $6,932,000 | +2.8% | 119,376 | -7.0% | 0.06% | -12.3% |
| Q4 2018 | $6,746,000 | -7.1% | 128,425 | +6.7% | 0.06% | +4.8% |
| Q3 2018 | $7,258,000 | +73.3% | 120,349 | +72.8% | 0.06% | +55.0% |
| Q2 2018 | $4,187,000 | +39.0% | 69,633 | +45.7% | 0.04% | +33.3% |
| Q1 2018 | $3,013,000 | +4.0% | 47,797 | +4.1% | 0.03% | 0.0% |
| Q4 2017 | $2,897,000 | +20.9% | 45,933 | +16.8% | 0.03% | +11.1% |
| Q3 2017 | $2,397,000 | +33.3% | 39,312 | +25.4% | 0.03% | +22.7% |
| Q2 2017 | $1,798,000 | +16.1% | 31,351 | +10.8% | 0.02% | +4.8% |
| Q1 2017 | $1,549,000 | +20.1% | 28,300 | +10.7% | 0.02% | +10.5% |
| Q4 2016 | $1,290,000 | +241.3% | 25,556 | +252.9% | 0.02% | +171.4% |
| Q3 2016 | $378,000 | – | 7,241 | – | 0.01% | – |
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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% |