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 | $1,812,658 | +12.5% | 30,216 | +17.5% | 0.03% | +13.0% |
| Q2 2023 | $1,610,586 | +5.8% | 25,720 | +4.7% | 0.02% | -4.2% |
| Q1 2023 | $1,521,740 | -9.0% | 24,564 | -15.0% | 0.02% | -17.2% |
| Q4 2022 | $1,672,095 | +10.9% | 28,889 | -2.5% | 0.03% | 0.0% |
| Q3 2022 | $1,508,000 | -38.8% | 29,621 | -31.5% | 0.03% | -38.3% |
| Q2 2022 | $2,465,000 | +8.4% | 43,222 | +26.5% | 0.05% | +27.0% |
| Q1 2022 | $2,274,000 | +204.4% | 34,155 | +224.2% | 0.04% | +208.3% |
| Q4 2021 | $747,000 | +10.8% | 10,535 | +11.0% | 0.01% | 0.0% |
| Q3 2021 | $674,000 | -2.2% | 9,488 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $689,000 | +9.5% | 9,399 | +5.0% | 0.01% | -7.7% |
| Q1 2021 | $629,000 | +7.0% | 8,952 | +2.3% | 0.01% | 0.0% |
| Q4 2020 | $588,000 | -5.8% | 8,747 | -18.2% | 0.01% | -18.8% |
| Q3 2020 | $624,000 | +12.4% | 10,692 | +5.0% | 0.02% | 0.0% |
| Q2 2020 | $555,000 | +95.4% | 10,187 | +68.4% | 0.02% | +60.0% |
| Q1 2020 | $284,000 | – | 6,051 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |