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 | $459 | -4.2% | 7,648 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $479 | -99.9% | 7,648 | 0.0% | 0.07% | -6.4% |
| Q1 2023 | $473,794 | +104.7% | 7,648 | +91.3% | 0.08% | +90.2% |
| Q4 2022 | $231,404 | -25.1% | 3,998 | -34.1% | 0.04% | -35.9% |
| Q3 2022 | $309,000 | +1.6% | 6,068 | +13.8% | 0.06% | +3.2% |
| Q2 2022 | $304,000 | -14.1% | 5,333 | +0.2% | 0.06% | -3.1% |
| Q1 2022 | $354,000 | -2.7% | 5,322 | +3.8% | 0.06% | -3.0% |
| Q4 2021 | $364,000 | +0.3% | 5,127 | +0.3% | 0.07% | -8.3% |
| Q3 2021 | $363,000 | -2.9% | 5,112 | +0.3% | 0.07% | -2.7% |
| Q2 2021 | $374,000 | +35.0% | 5,097 | +29.1% | 0.07% | +27.6% |
| Q1 2021 | $277,000 | +4.5% | 3,947 | 0.0% | 0.06% | -6.5% |
| Q4 2020 | $265,000 | +26.2% | 3,947 | -11.6% | 0.06% | -10.1% |
| Q1 2020 | $210,000 | -23.9% | 4,464 | +0.2% | 0.07% | -1.4% |
| Q4 2019 | $276,000 | +3.0% | 4,454 | -4.1% | 0.07% | -4.1% |
| Q3 2019 | $268,000 | +0.4% | 4,644 | +1.9% | 0.07% | 0.0% |
| Q2 2019 | $267,000 | +1.5% | 4,559 | +0.8% | 0.07% | 0.0% |
| Q1 2019 | $263,000 | -16.2% | 4,524 | -24.3% | 0.07% | -27.0% |
| Q4 2018 | $314,000 | +24.6% | 5,980 | +43.1% | 0.10% | +47.1% |
| Q3 2018 | $252,000 | -41.7% | 4,180 | -41.8% | 0.07% | -44.7% |
| Q2 2018 | $432,000 | – | 7,180 | – | 0.12% | – |
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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% |