ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 91 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,478,000 | +38.0% | 29,263 | +42.6% | 0.05% | +29.7% |
| Q3 2016 | $1,071,000 | +95.4% | 20,516 | +83.4% | 0.04% | +85.0% |
| Q2 2016 | $548,000 | +53.9% | 11,186 | +55.2% | 0.02% | +33.3% |
| Q1 2016 | $356,000 | +34.3% | 7,208 | +34.6% | 0.02% | +25.0% |
| Q4 2015 | $265,000 | +150.0% | 5,356 | +146.7% | 0.01% | +50.0% |
| Q3 2015 | $106,000 | +17.8% | 2,171 | +33.6% | 0.01% | +33.3% |
| Q2 2015 | $90,000 | +181.2% | 1,625 | +184.1% | 0.01% | +200.0% |
| Q1 2015 | $32,000 | +6.7% | 572 | 0.0% | 0.00% | -33.3% |
| Q4 2014 | $30,000 | -6.2% | 572 | 0.0% | 0.00% | -25.0% |
| Q3 2014 | $32,000 | -23.8% | 572 | -17.8% | 0.00% | -33.3% |
| Q2 2014 | $42,000 | +950.0% | 696 | +770.0% | 0.01% | – |
| Q1 2014 | $4,000 | +100.0% | 80 | +100.0% | 0.00% | – |
| Q4 2013 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q3 2013 | $2,000 | -84.6% | 40 | -84.9% | 0.00% | -100.0% |
| Q2 2013 | $13,000 | – | 265 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |