ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $633,162 | -4.6% | 10,554 | -0.4% | 0.03% | -3.0% |
Q2 2023 | $663,562 | +1.7% | 10,597 | +0.6% | 0.03% | -10.8% |
Q1 2023 | $652,452 | +7.5% | 10,532 | +0.5% | 0.04% | +2.8% |
Q4 2022 | $606,720 | +5.7% | 10,482 | -7.0% | 0.04% | +5.9% |
Q3 2022 | $574,000 | -10.7% | 11,269 | -0.1% | 0.03% | -8.1% |
Q2 2022 | $643,000 | -13.2% | 11,281 | +1.4% | 0.04% | +5.7% |
Q1 2022 | $741,000 | -19.5% | 11,124 | -14.4% | 0.04% | -18.6% |
Q4 2021 | $921,000 | +0.7% | 12,989 | +0.8% | 0.04% | -8.5% |
Q3 2021 | $915,000 | -4.1% | 12,892 | -1.0% | 0.05% | -4.1% |
Q2 2021 | $954,000 | +4.7% | 13,020 | +0.4% | 0.05% | -9.3% |
Q1 2021 | $911,000 | +4.5% | 12,967 | -0.1% | 0.05% | 0.0% |
Q4 2020 | $872,000 | +25.3% | 12,978 | +8.8% | 0.05% | +12.5% |
Q3 2020 | $696,000 | +88.6% | 11,931 | +76.4% | 0.05% | +60.0% |
Q2 2020 | $369,000 | -10.0% | 6,765 | -22.4% | 0.03% | -30.2% |
Q1 2020 | $410,000 | – | 8,713 | – | 0.04% | – |
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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% |