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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,891 | -0.6% | 3,599 | +3.7% | 0.03% | -6.7% |
Q2 2023 | $217,278 | +4.4% | 3,470 | +3.3% | 0.03% | -3.2% |
Q1 2023 | $208,087 | +7.6% | 3,359 | +0.5% | 0.03% | +3.3% |
Q4 2022 | $193,427 | -46.6% | 3,342 | -53.0% | 0.03% | -50.0% |
Q3 2022 | $362,000 | -11.5% | 7,104 | -1.0% | 0.06% | -9.1% |
Q2 2022 | $409,000 | +71.8% | 7,179 | +100.6% | 0.07% | +106.2% |
Q1 2022 | $238,000 | -27.2% | 3,579 | -22.3% | 0.03% | -22.0% |
Q4 2021 | $327,000 | +47.3% | 4,608 | +47.7% | 0.04% | +36.7% |
Q3 2021 | $222,000 | -7.9% | 3,120 | -5.1% | 0.03% | -9.1% |
Q2 2021 | $241,000 | +10.6% | 3,286 | +5.8% | 0.03% | 0.0% |
Q1 2021 | $218,000 | +3.8% | 3,106 | -0.4% | 0.03% | -2.9% |
Q4 2020 | $210,000 | +75.0% | 3,120 | +52.2% | 0.03% | +47.8% |
Q3 2020 | $120,000 | +14.3% | 2,050 | +6.1% | 0.02% | +4.5% |
Q2 2020 | $105,000 | +75.0% | 1,932 | +50.2% | 0.02% | +37.5% |
Q1 2020 | $60,000 | -26.8% | 1,286 | -2.6% | 0.02% | -15.8% |
Q4 2019 | $82,000 | – | 1,320 | – | 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% |