ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 60 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.97 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $23,609 | -18.6% | 408 | -18.6% | 0.00% | -40.0% |
| Q2 2022 | $29,000 | -12.1% | 501 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $33,000 | -8.3% | 501 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $36,000 | 0.0% | 501 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $36,000 | -2.7% | 501 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $37,000 | -63.4% | 501 | -65.0% | 0.01% | -67.9% |
| Q1 2021 | $101,000 | -56.5% | 1,430 | -58.6% | 0.03% | -61.1% |
| Q4 2020 | $232,000 | +14.9% | 3,454 | 0.0% | 0.07% | +1.4% |
| Q3 2020 | $202,000 | +339.1% | 3,454 | +313.2% | 0.07% | +294.4% |
| Q2 2020 | $46,000 | +1050.0% | 836 | +1014.7% | 0.02% | +1700.0% |
| Q2 2019 | $4,000 | -63.6% | 75 | -66.7% | 0.00% | -85.7% |
| Q4 2016 | $11,000 | -8.3% | 225 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $12,000 | +9.1% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | 0.0% | 225 | 0.0% | 0.01% | -11.1% |
| Q3 2015 | $11,000 | -8.3% | 225 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $12,000 | 0.0% | 225 | 0.0% | 0.01% | +12.5% |
| Q1 2015 | $12,000 | – | 225 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |