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 | $4,907,694 | -14.3% | 81,809 | -10.5% | 0.45% | -9.0% |
| Q2 2023 | $5,724,370 | -39.1% | 91,414 | -39.7% | 0.49% | -43.0% |
| Q1 2023 | $9,398,748 | +3.4% | 151,715 | -3.4% | 0.86% | -3.8% |
| Q4 2022 | $9,086,512 | +20.3% | 156,989 | +5.9% | 0.89% | +18.6% |
| Q3 2022 | $7,552,000 | -15.7% | 148,309 | -5.6% | 0.75% | -14.3% |
| Q2 2022 | $8,958,000 | -10.9% | 157,072 | +4.0% | 0.88% | +40.1% |
| Q1 2022 | $10,058,000 | +25.2% | 151,070 | +33.4% | 0.63% | +26.9% |
| Q4 2021 | $8,035,000 | +10.9% | 113,267 | +11.0% | 0.50% | -1.8% |
| Q3 2021 | $7,248,000 | +6.8% | 102,087 | +10.2% | 0.50% | +12.0% |
| Q2 2021 | $6,789,000 | +6.6% | 92,619 | +2.2% | 0.45% | -0.7% |
| Q1 2021 | $6,370,000 | +1.3% | 90,637 | -3.1% | 0.45% | -10.7% |
| Q4 2020 | $6,286,000 | -14.9% | 93,549 | -26.1% | 0.51% | -19.9% |
| Q3 2020 | $7,385,000 | +7.9% | 126,579 | +0.9% | 0.63% | +14.9% |
| Q2 2020 | $6,843,000 | +8.1% | 125,505 | -6.8% | 0.55% | -5.7% |
| Q1 2020 | $6,331,000 | -11.2% | 134,665 | +16.9% | 0.58% | -3.5% |
| Q4 2019 | $7,129,000 | +42.6% | 115,169 | +33.1% | 0.60% | +31.5% |
| Q3 2019 | $4,999,000 | +241.9% | 86,546 | +247.1% | 0.46% | +184.0% |
| Q2 2019 | $1,462,000 | +51.0% | 24,932 | +49.5% | 0.16% | +37.3% |
| Q1 2019 | $968,000 | +17.3% | 16,674 | +6.2% | 0.12% | +3.5% |
| Q4 2018 | $825,000 | +46.3% | 15,704 | +67.9% | 0.11% | +60.6% |
| Q3 2018 | $564,000 | – | 9,352 | – | 0.07% | – |
Download | ||||||
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% |