ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 104 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $109,169,000 | +20.5% | 1,790,257 | +13.4% | 0.65% | +13.6% |
| Q2 2017 | $90,570,000 | +39.0% | 1,578,989 | +32.7% | 0.58% | +31.9% |
| Q1 2017 | $65,137,000 | +76.4% | 1,189,726 | +62.7% | 0.44% | +59.7% |
| Q4 2016 | $36,931,000 | +36.2% | 731,460 | +40.8% | 0.27% | +27.0% |
| Q3 2016 | $27,122,000 | +34.7% | 519,384 | +26.3% | 0.22% | +26.5% |
| Q2 2016 | $20,132,000 | +95.3% | 411,185 | +97.2% | 0.17% | +84.8% |
| Q1 2016 | $10,307,000 | +297.3% | 208,480 | +297.7% | 0.09% | +268.0% |
| Q4 2015 | $2,594,000 | +9.2% | 52,415 | +7.8% | 0.02% | 0.0% |
| Q3 2015 | $2,375,000 | -22.3% | 48,630 | -12.3% | 0.02% | -16.7% |
| Q2 2015 | $3,056,000 | +614.0% | 55,460 | +617.1% | 0.03% | +650.0% |
| Q1 2015 | $428,000 | +35.4% | 7,734 | +30.6% | 0.00% | 0.0% |
| Q4 2014 | $316,000 | – | 5,923 | – | 0.00% | – |
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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% |