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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $63,687,000 | -1.5% | 897,757 | -1.4% | 10.56% | -8.0% |
| Q3 2021 | $64,636,000 | -7.7% | 910,360 | -4.7% | 11.48% | -8.5% |
| Q2 2021 | $70,036,000 | +2.7% | 955,470 | -1.5% | 12.54% | -7.6% |
| Q1 2021 | $68,174,000 | -7.1% | 970,032 | -11.2% | 13.56% | -12.1% |
| Q4 2020 | $73,419,000 | +26.5% | 1,092,712 | +9.8% | 15.44% | +16.6% |
| Q3 2020 | $58,060,000 | +10.2% | 995,200 | +3.0% | 13.24% | -11.2% |
| Q2 2020 | $52,701,000 | +74.1% | 966,639 | +50.1% | 14.91% | +153.9% |
| Q1 2020 | $30,278,000 | +4164.5% | 644,078 | +5513.9% | 5.87% | +4187.6% |
| Q4 2019 | $710,000 | +33.5% | 11,473 | +24.5% | 0.14% | +18.1% |
| Q3 2019 | $532,000 | -5.2% | 9,213 | -3.8% | 0.12% | -14.1% |
| Q2 2019 | $561,000 | -98.1% | 9,572 | -97.6% | 0.14% | -97.9% |
| Q1 2019 | $29,222,000 | +3892.1% | 405,856 | +2811.9% | 6.42% | +3390.8% |
| Q4 2018 | $732,000 | – | 13,938 | – | 0.18% | – |
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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% |