ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,706,402 | -3.3% | 111,792 | +0.9% | 1.20% | +2.0% |
| Q2 2023 | $6,938,359 | +2.4% | 110,801 | +1.3% | 1.18% | -2.7% |
| Q1 2023 | $6,774,047 | -27.3% | 109,347 | -32.1% | 1.21% | -32.8% |
| Q4 2022 | $9,319,838 | +4.3% | 161,020 | -8.2% | 1.81% | -7.2% |
| Q3 2022 | $8,932,000 | -2.8% | 175,411 | +8.8% | 1.95% | +1.9% |
| Q2 2022 | $9,194,000 | -21.1% | 161,210 | -7.8% | 1.91% | -8.3% |
| Q1 2022 | $11,646,000 | +0.6% | 174,912 | +7.2% | 2.08% | +2.0% |
| Q4 2021 | $11,579,000 | +6.5% | 163,227 | +6.6% | 2.04% | -2.4% |
| Q3 2021 | $10,869,000 | -1.2% | 153,058 | +2.0% | 2.09% | -2.8% |
| Q2 2021 | $11,001,000 | +8.9% | 150,087 | +4.5% | 2.16% | -1.2% |
| Q1 2021 | $10,098,000 | +11.0% | 143,685 | +6.1% | 2.18% | +0.5% |
| Q4 2020 | $9,097,000 | +90.8% | 135,398 | +65.6% | 2.17% | +62.9% |
| Q3 2020 | $4,769,000 | +24.3% | 81,745 | +16.1% | 1.33% | +17.7% |
| Q2 2020 | $3,838,000 | +67.5% | 70,405 | +44.4% | 1.13% | +37.9% |
| Q1 2020 | $2,292,000 | +0.5% | 48,750 | +32.3% | 0.82% | +30.3% |
| Q4 2019 | $2,280,000 | +13.9% | 36,840 | +6.4% | 0.63% | +18.4% |
| Q3 2019 | $2,001,000 | -0.6% | 34,640 | +0.9% | 0.53% | -0.6% |
| Q2 2019 | $2,014,000 | +9.4% | 34,340 | +8.3% | 0.54% | +4.3% |
| Q1 2019 | $1,841,000 | +17.7% | 31,700 | +6.4% | 0.51% | +8.0% |
| Q4 2018 | $1,564,000 | – | 29,780 | – | 0.48% | – |
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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% |