ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,867,066 | -0.3% | 2,948,275 | +4.1% | 1.77% | +11.6% |
| Q2 2023 | $177,377,060 | +44.1% | 2,832,594 | +33.2% | 1.58% | +40.0% |
| Q4 2022 | $123,101,324 | +12590.9% | 2,126,837 | +11066.8% | 1.13% | +8607.7% |
| Q3 2022 | $970,000 | -98.0% | 19,046 | -97.4% | 0.01% | -97.6% |
| Q1 2022 | $49,349,000 | -36.8% | 741,191 | -32.7% | 0.55% | -42.4% |
| Q4 2021 | $78,132,000 | +23.7% | 1,101,381 | +23.8% | 0.96% | +11.0% |
| Q3 2021 | $63,182,000 | +16.4% | 889,894 | +20.1% | 0.86% | +13.4% |
| Q2 2021 | $54,297,000 | +34.2% | 740,753 | +28.7% | 0.76% | +23.5% |
| Q1 2021 | $40,461,000 | +107.7% | 575,707 | +98.6% | 0.62% | +91.6% |
| Q4 2020 | $19,476,000 | +175.7% | 289,863 | +139.4% | 0.32% | +142.1% |
| Q3 2020 | $7,063,000 | +116.6% | 121,072 | +74.6% | 0.13% | +60.2% |
| Q1 2020 | $3,261,000 | -18.1% | 69,358 | +7.8% | 0.08% | 0.0% |
| Q4 2019 | $3,984,000 | -3.6% | 64,361 | -10.0% | 0.08% | -11.7% |
| Q3 2019 | $4,132,000 | +254.7% | 71,537 | +256.5% | 0.09% | +235.7% |
| Q1 2019 | $1,165,000 | -62.6% | 20,065 | -66.2% | 0.03% | -66.7% |
| Q4 2018 | $3,115,000 | – | 59,299 | – | 0.08% | – |
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% |