ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,880,062 | -3.4% | 98,017 | +0.9% | 0.65% | +0.9% |
| Q2 2023 | $6,084,540 | +5.1% | 97,166 | +4.0% | 0.64% | -2.4% |
| Q1 2023 | $5,790,155 | +51.3% | 93,465 | +41.4% | 0.66% | +40.9% |
| Q4 2022 | $3,826,673 | +1.0% | 66,114 | -11.1% | 0.47% | -3.9% |
| Q3 2022 | $3,789,000 | -4.3% | 74,403 | +7.2% | 0.49% | +3.8% |
| Q2 2022 | $3,958,000 | -3.6% | 69,405 | -1.2% | 0.47% | -3.1% |
| Q1 2022 | $4,106,000 | -1.6% | 70,237 | +19.4% | 0.48% | +22.3% |
| Q4 2021 | $4,174,000 | +18.6% | 58,845 | +18.7% | 0.40% | +5.6% |
| Q3 2021 | $3,520,000 | -41.2% | 49,580 | -41.4% | 0.37% | -9.4% |
| Q2 2021 | $5,988,000 | +101.9% | 84,660 | +100.6% | 0.41% | +18.3% |
| Q1 2021 | $2,966,000 | +24.0% | 42,208 | +18.6% | 0.35% | +2.9% |
| Q4 2020 | $2,391,000 | +18.2% | 35,584 | +2.7% | 0.34% | -9.1% |
| Q3 2020 | $2,022,000 | +30.2% | 34,661 | +21.7% | 0.37% | +9.1% |
| Q2 2020 | $1,553,000 | +62.6% | 28,476 | +40.2% | 0.34% | +1.5% |
| Q1 2020 | $955,000 | -70.1% | 20,314 | -60.6% | 0.34% | -51.1% |
| Q4 2019 | $3,192,000 | +9.7% | 51,562 | +2.4% | 0.69% | -0.9% |
| Q3 2019 | $2,909,000 | -2.5% | 50,358 | -1.0% | 0.70% | 0.0% |
| Q2 2019 | $2,984,000 | +18.5% | 50,883 | +17.4% | 0.70% | +24.3% |
| Q1 2019 | $2,518,000 | -45.9% | 43,354 | -51.1% | 0.56% | -51.9% |
| Q4 2018 | $4,658,000 | -62.6% | 88,679 | -57.0% | 1.16% | -55.8% |
| Q3 2018 | $12,452,000 | +1.8% | 206,466 | +1.5% | 2.63% | -3.2% |
| Q2 2018 | $12,226,000 | -2.1% | 203,323 | +2.6% | 2.72% | -2.9% |
| Q1 2018 | $12,487,000 | +109.9% | 198,079 | +110.0% | 2.80% | +41.3% |
| Q4 2017 | $5,950,000 | -33.7% | 94,323 | -35.9% | 1.98% | -6.4% |
| Q3 2017 | $8,980,000 | +61.1% | 147,260 | +51.6% | 2.12% | +12.2% |
| Q2 2017 | $5,573,000 | -27.4% | 97,163 | -30.7% | 1.89% | -3.3% |
| Q1 2017 | $7,674,000 | +3643.4% | 140,173 | +3346.6% | 1.95% | +3096.7% |
| Q4 2016 | $205,000 | – | 4,067 | – | 0.06% | – |
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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% |