ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,823 | -4.9% | 6,148 | -0.7% | 0.03% | -3.6% |
| Q2 2023 | $387,873 | -5.7% | 6,194 | -6.7% | 0.03% | -3.4% |
| Q1 2023 | $411,280 | +2.8% | 6,639 | -4.0% | 0.03% | -6.5% |
| Q4 2022 | $400,272 | -4.9% | 6,915 | -16.4% | 0.03% | -11.4% |
| Q3 2022 | $421,000 | -19.8% | 8,267 | -10.2% | 0.04% | -16.7% |
| Q2 2022 | $525,000 | -35.4% | 9,210 | -24.6% | 0.04% | -22.2% |
| Q1 2022 | $813,000 | -10.4% | 12,211 | -4.5% | 0.05% | -8.5% |
| Q4 2021 | $907,000 | +117.5% | 12,789 | +124.6% | 0.06% | +78.8% |
| Q2 2021 | $417,000 | +4.0% | 5,694 | -0.2% | 0.03% | -15.4% |
| Q1 2021 | $401,000 | -3.4% | 5,708 | -7.7% | 0.04% | -9.3% |
| Q4 2020 | $415,000 | +75.8% | 6,181 | +53.0% | 0.04% | +138.9% |
| Q3 2020 | $236,000 | -37.9% | 4,040 | -34.2% | 0.02% | -62.5% |
| Q4 2019 | $380,000 | – | 6,138 | – | 0.05% | – |
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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% |