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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,024,189 | -3.0% | 750,528 | +1.3% | 0.08% | 0.0% |
| Q2 2023 | $46,395,095 | +4.3% | 740,899 | +3.2% | 0.08% | -2.4% |
| Q1 2023 | $44,478,226 | +50.9% | 717,970 | +41.0% | 0.08% | +42.4% |
| Q4 2022 | $29,476,591 | -44.2% | 509,270 | -50.9% | 0.06% | -49.6% |
| Q3 2022 | $52,814,000 | -2.0% | 1,037,197 | +9.7% | 0.12% | 0.0% |
| Q2 2022 | $53,899,000 | +12.3% | 945,108 | +31.2% | 0.12% | +28.6% |
| Q1 2022 | $47,978,000 | +21.2% | 720,607 | +29.1% | 0.09% | +23.0% |
| Q4 2021 | $39,583,000 | +5.9% | 557,974 | +6.0% | 0.07% | -2.6% |
| Q3 2021 | $37,382,000 | -7.7% | 526,508 | -4.8% | 0.08% | -8.4% |
| Q2 2021 | $40,520,000 | +8.4% | 552,804 | +3.9% | 0.08% | -1.2% |
| Q1 2021 | $37,377,000 | +11.5% | 531,836 | +6.6% | 0.08% | 0.0% |
| Q4 2020 | $33,530,000 | +32.8% | 499,042 | +15.4% | 0.08% | +16.7% |
| Q3 2020 | $25,240,000 | +7.1% | 432,630 | +0.1% | 0.07% | -4.0% |
| Q2 2020 | $23,566,000 | +75.1% | 432,248 | +51.0% | 0.08% | +27.1% |
| Q1 2020 | $13,461,000 | -45.6% | 286,336 | -28.4% | 0.06% | -25.3% |
| Q4 2019 | $24,745,000 | +29.5% | 399,765 | +20.8% | 0.08% | +14.5% |
| Q3 2019 | $19,109,000 | -5.8% | 330,837 | -4.4% | 0.07% | -11.5% |
| Q2 2019 | $20,294,000 | -7.4% | 346,083 | -8.3% | 0.08% | -14.3% |
| Q1 2019 | $21,921,000 | +15.9% | 377,492 | +4.9% | 0.09% | -9.0% |
| Q4 2018 | $18,907,000 | -17.4% | 359,934 | -5.2% | 0.10% | -2.9% |
| Q3 2018 | $22,891,000 | +2.1% | 379,548 | +1.8% | 0.10% | -9.6% |
| Q2 2018 | $22,418,000 | -7.2% | 372,829 | -2.7% | 0.11% | -18.0% |
| Q1 2018 | $24,157,000 | -13.5% | 383,208 | -13.5% | 0.14% | -20.6% |
| Q4 2017 | $27,930,000 | +33.8% | 442,771 | +29.4% | 0.18% | +30.6% |
| Q3 2017 | $20,870,000 | +36.9% | 342,241 | +28.7% | 0.13% | +27.6% |
| Q2 2017 | $15,249,000 | +137.6% | 265,843 | +126.8% | 0.10% | +114.3% |
| Q1 2017 | $6,419,000 | +39.5% | 117,238 | +28.6% | 0.05% | +25.6% |
| Q4 2016 | $4,603,000 | +52.3% | 91,161 | +57.5% | 0.04% | +44.4% |
| Q3 2016 | $3,023,000 | +4.1% | 57,890 | -2.4% | 0.03% | -3.6% |
| Q2 2016 | $2,905,000 | +3.5% | 59,330 | +4.5% | 0.03% | -12.5% |
| Q1 2016 | $2,807,000 | +21.3% | 56,775 | +21.4% | 0.03% | +18.5% |
| Q4 2015 | $2,314,000 | +317.7% | 46,775 | +320.9% | 0.03% | +68.8% |
| Q2 2013 | $554,000 | – | 11,114 | – | 0.02% | – |
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% |