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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,754,514 | +1.4% | 91,896 | +0.4% | 0.87% | -4.6% |
| Q1 2023 | $5,672,359 | +8.6% | 91,563 | +1.5% | 0.91% | +5.1% |
| Q4 2022 | $5,222,715 | +18.3% | 90,233 | +4.1% | 0.87% | +12.5% |
| Q3 2022 | $4,415,000 | -28.8% | 86,705 | -6.9% | 0.77% | -13.2% |
| Q1 2022 | $6,198,000 | -4.7% | 93,094 | +1.6% | 0.89% | +1.0% |
| Q4 2021 | $6,501,000 | -0.9% | 91,637 | -0.8% | 0.88% | -7.7% |
| Q3 2021 | $6,558,000 | -0.7% | 92,367 | +2.5% | 0.95% | 0.0% |
| Q2 2021 | $6,605,000 | +23.9% | 90,112 | +18.8% | 0.95% | +13.9% |
| Q1 2021 | $5,332,000 | +43.3% | 75,870 | +37.0% | 0.84% | +21.5% |
| Q4 2020 | $3,721,000 | +46.3% | 55,384 | +27.1% | 0.69% | +22.6% |
| Q3 2020 | $2,543,000 | +24.0% | 43,590 | +15.9% | 0.56% | +18.9% |
| Q2 2020 | $2,051,000 | +83.3% | 37,616 | +58.0% | 0.47% | +54.2% |
| Q1 2020 | $1,119,000 | +5789.5% | 23,807 | +7363.0% | 0.31% | +10100.0% |
| Q3 2018 | $19,000 | 0.0% | 319 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $19,000 | – | 319 | – | 0.00% | – |
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% |