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 | $1,919,980 | -8.2% | 32,005 | -4.1% | 0.04% | -7.0% |
| Q2 2023 | $2,090,882 | +11.8% | 33,390 | +10.6% | 0.04% | +7.5% |
| Q1 2023 | $1,871,014 | +33.1% | 30,202 | +24.3% | 0.04% | +25.0% |
| Q4 2022 | $1,406,195 | +13.9% | 24,295 | +0.2% | 0.03% | +28.0% |
| Q3 2022 | $1,235,000 | -9.3% | 24,246 | +1.5% | 0.02% | -3.8% |
| Q2 2022 | $1,362,000 | -13.1% | 23,882 | +1.4% | 0.03% | -7.1% |
| Q1 2022 | $1,568,000 | -4.6% | 23,558 | +1.7% | 0.03% | 0.0% |
| Q4 2021 | $1,643,000 | -5.5% | 23,161 | -5.4% | 0.03% | -12.5% |
| Q3 2021 | $1,738,000 | -2.5% | 24,481 | +0.6% | 0.03% | -3.0% |
| Q2 2021 | $1,783,000 | +14.5% | 24,329 | +9.8% | 0.03% | +10.0% |
| Q1 2021 | $1,557,000 | +11.4% | 22,149 | +6.5% | 0.03% | +7.1% |
| Q4 2020 | $1,398,000 | +18.7% | 20,802 | +3.1% | 0.03% | +3.7% |
| Q3 2020 | $1,178,000 | +221.0% | 20,186 | +200.1% | 0.03% | +200.0% |
| Q2 2020 | $367,000 | +36.9% | 6,726 | +17.9% | 0.01% | +28.6% |
| Q1 2020 | $268,000 | -24.1% | 5,704 | 0.0% | 0.01% | -12.5% |
| Q4 2019 | $353,000 | +7.3% | 5,704 | 0.0% | 0.01% | +14.3% |
| Q3 2019 | $329,000 | -1.5% | 5,704 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $334,000 | +0.9% | 5,704 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $331,000 | – | 5,704 | – | 0.01% | – |
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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% |