ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,758,384 | +72.6% | 2,246,348 | +80.2% | 9.36% | +73.5% |
| Q2 2023 | $78,069,748 | -2.1% | 1,246,723 | -3.1% | 5.40% | -4.9% |
| Q1 2023 | $79,706,772 | +23.1% | 1,286,631 | +15.0% | 5.68% | +10.6% |
| Q4 2022 | $64,768,309 | +5.0% | 1,119,010 | -5.2% | 5.13% | -9.8% |
| Q3 2022 | $61,690,000 | -6.9% | 1,180,571 | +1.6% | 5.69% | +19.8% |
| Q2 2022 | $66,280,000 | +19.8% | 1,162,196 | +39.8% | 4.75% | +21.4% |
| Q1 2022 | $55,339,000 | +30.2% | 831,173 | +38.7% | 3.91% | +44.9% |
| Q4 2021 | $42,507,000 | +96.7% | 599,191 | +96.9% | 2.70% | +83.5% |
| Q3 2021 | $21,611,000 | -3.8% | 304,387 | -0.7% | 1.47% | 0.0% |
| Q2 2021 | $22,475,000 | +4.6% | 306,610 | +0.3% | 1.47% | +1.7% |
| Q1 2021 | $21,488,000 | +240.5% | 305,757 | +225.5% | 1.44% | +167.6% |
| Q4 2020 | $6,311,000 | +24.6% | 93,925 | +8.2% | 0.54% | +4.4% |
| Q3 2020 | $5,063,000 | +7.6% | 86,782 | +0.5% | 0.52% | +2.2% |
| Q2 2020 | $4,707,000 | +30.9% | 86,327 | +12.9% | 0.51% | +17.7% |
| Q1 2020 | $3,596,000 | -46.5% | 76,490 | -29.6% | 0.43% | -29.2% |
| Q4 2019 | $6,724,000 | +6.1% | 108,633 | -1.0% | 0.61% | +4.5% |
| Q3 2019 | $6,339,000 | +6.8% | 109,747 | +8.5% | 0.58% | +10.0% |
| Q2 2019 | $5,934,000 | -7.9% | 101,188 | -8.8% | 0.53% | -7.5% |
| Q1 2019 | $6,442,000 | +22.1% | 110,941 | +10.5% | 0.57% | +5.2% |
| Q4 2018 | $5,276,000 | – | 100,439 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |