ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,624,932 | -8.1% | 210,451 | -4.1% | 0.08% | +10.7% |
| Q2 2023 | $13,738,906 | -11.6% | 219,401 | -12.6% | 0.08% | -13.8% |
| Q1 2023 | $15,545,989 | +2.6% | 250,944 | -4.2% | 0.09% | +2.4% |
| Q4 2022 | $15,154,639 | +0.1% | 261,829 | -12.0% | 0.08% | -4.5% |
| Q3 2022 | $15,143,000 | -15.0% | 297,397 | -4.8% | 0.09% | -9.2% |
| Q2 2022 | $17,823,000 | -22.3% | 312,514 | -9.3% | 0.10% | -11.7% |
| Q1 2022 | $22,934,000 | -10.9% | 344,455 | -5.0% | 0.11% | -5.9% |
| Q4 2021 | $25,732,000 | +0.9% | 362,731 | +1.0% | 0.12% | -7.1% |
| Q3 2021 | $25,507,000 | -5.2% | 359,257 | -2.2% | 0.13% | -6.6% |
| Q2 2021 | $26,918,000 | +2.8% | 367,226 | -1.4% | 0.14% | -6.2% |
| Q1 2021 | $26,182,000 | +2.8% | 372,534 | -1.7% | 0.14% | -5.2% |
| Q4 2020 | $25,462,000 | +12.9% | 378,957 | -1.9% | 0.15% | +4.1% |
| Q3 2020 | $22,547,000 | +9.1% | 386,481 | +1.9% | 0.15% | -2.0% |
| Q2 2020 | $20,671,000 | +16.0% | 379,154 | +0.0% | 0.15% | +2.0% |
| Q1 2020 | $17,820,000 | -29.4% | 379,064 | -7.0% | 0.15% | -9.8% |
| Q4 2019 | $25,224,000 | +15.5% | 407,504 | +7.8% | 0.16% | +6.5% |
| Q3 2019 | $21,830,000 | +13.8% | 377,949 | +15.5% | 0.15% | +22.4% |
| Q2 2019 | $19,188,000 | +27.1% | 327,210 | +25.9% | 0.12% | +17.9% |
| Q1 2019 | $15,092,000 | +77.4% | 259,889 | +60.5% | 0.11% | +55.9% |
| Q4 2018 | $8,508,000 | +99.2% | 161,969 | +128.7% | 0.07% | +126.7% |
| Q3 2018 | $4,272,000 | -1.5% | 70,832 | -1.7% | 0.03% | -6.2% |
| Q2 2018 | $4,335,000 | -20.4% | 72,086 | -16.6% | 0.03% | -23.8% |
| Q1 2018 | $5,446,000 | -18.4% | 86,386 | -18.4% | 0.04% | -20.8% |
| Q4 2017 | $6,674,000 | +4.5% | 105,802 | +1.1% | 0.05% | -1.9% |
| Q3 2017 | $6,384,000 | +7.4% | 104,697 | +1.0% | 0.05% | +1.9% |
| Q2 2017 | $5,945,000 | +3.2% | 103,644 | -1.5% | 0.05% | -1.9% |
| Q1 2017 | $5,761,000 | +31.3% | 105,228 | +21.1% | 0.05% | +25.6% |
| Q4 2016 | $4,386,000 | +277.1% | 86,862 | +290.0% | 0.04% | +290.9% |
| Q3 2016 | $1,163,000 | +8.9% | 22,274 | +2.2% | 0.01% | 0.0% |
| Q2 2016 | $1,068,000 | +24.6% | 21,794 | +25.8% | 0.01% | +22.2% |
| Q1 2016 | $857,000 | – | 17,325 | – | 0.01% | – |
Download | ||||||
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% |