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 | $95,382,604 | -4.2% | 1,589,975 | +0.0% | 3.33% | +0.4% |
| Q2 2023 | $99,517,809 | +1.3% | 1,589,234 | +0.2% | 3.32% | -2.2% |
| Q1 2023 | $98,243,106 | +9.3% | 1,585,845 | +2.1% | 3.40% | +4.3% |
| Q4 2022 | $89,863,856 | +15.1% | 1,552,589 | +1.2% | 3.26% | +11.1% |
| Q3 2022 | $78,099,000 | -17.1% | 1,533,763 | -7.1% | 2.93% | -16.3% |
| Q2 2022 | $94,199,000 | -12.4% | 1,651,722 | +2.2% | 3.50% | +2.4% |
| Q1 2022 | $107,562,000 | -4.1% | 1,615,528 | +2.2% | 3.42% | +2.2% |
| Q4 2021 | $112,160,000 | +3.1% | 1,581,045 | +3.2% | 3.34% | -4.1% |
| Q3 2021 | $108,802,000 | +2.0% | 1,532,434 | +5.3% | 3.49% | +2.5% |
| Q2 2021 | $106,648,000 | +6.1% | 1,454,955 | +1.8% | 3.40% | +0.6% |
| Q1 2021 | $100,470,000 | +12.4% | 1,429,570 | +7.4% | 3.38% | +6.2% |
| Q4 2020 | $89,423,000 | +23.5% | 1,330,897 | +7.2% | 3.18% | +6.7% |
| Q3 2020 | $72,432,000 | +15.9% | 1,241,530 | +8.3% | 2.98% | +8.0% |
| Q2 2020 | $62,511,000 | +612.4% | 1,146,561 | +514.2% | 2.76% | +319.1% |
| Q1 2020 | $8,775,000 | +55.2% | 186,672 | +104.4% | 0.66% | +105.9% |
| Q4 2019 | $5,654,000 | – | 91,337 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 611,274 | $43,237,000 | 26.36% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 8,933,000 | $633,708,000 | 23.32% |
| Acorns Advisers, LLC | 19,472,655 | $1,381,390,000 | 22.50% |
| KEMPER Corp | 1,213,087 | $86,056,000 | 18.32% |
| AlphaCore Capital LLC | 590,975 | $41,924,000 | 18.28% |
| Brightworth | 2,776,970 | $196,998,000 | 18.04% |
| Newman & Schimel, LLC | 447,655 | $31,757,000 | 18.01% |
| AMICA MUTUAL INSURANCE CO | 2,929,645 | $207,829,000 | 17.57% |
| Hardy Reed LLC | 1,286,093 | $91,235,000 | 15.02% |
| AAF Wealth Management, LLC | 265,806 | $18,860,000 | 13.64% |