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 | $19,646,608 | -40.5% | 330,417 | -35.5% | 2.56% | -38.6% |
| Q2 2023 | $33,042,450 | -20.2% | 512,604 | -22.6% | 4.17% | -26.2% |
| Q1 2023 | $41,421,000 | -12.1% | 662,418 | -11.5% | 5.64% | -13.0% |
| Q4 2022 | $47,118,392 | -2.2% | 748,386 | -19.0% | 6.48% | -11.1% |
| Q3 2022 | $48,155,000 | -8.4% | 923,924 | +1.4% | 7.29% | -3.3% |
| Q2 2022 | $52,594,000 | -5.0% | 911,190 | +6.8% | 7.54% | -4.0% |
| Q1 2022 | $55,358,000 | -9.8% | 852,970 | -1.4% | 7.86% | -3.2% |
| Q4 2021 | $61,396,000 | +0.3% | 865,457 | +3.1% | 8.12% | -11.4% |
| Q3 2021 | $61,198,000 | +1.1% | 839,255 | -0.9% | 9.16% | -0.9% |
| Q2 2021 | $60,524,000 | +5.1% | 846,961 | +5.0% | 9.24% | +1.3% |
| Q1 2021 | $57,590,000 | +10.4% | 806,589 | +3.9% | 9.12% | +2.1% |
| Q4 2020 | $52,164,000 | +35.6% | 776,367 | +10.0% | 8.94% | +7.8% |
| Q2 2020 | $38,474,000 | +20.5% | 705,694 | +3.9% | 8.29% | -14.9% |
| Q1 2020 | $31,934,000 | +1003.1% | 679,306 | +1352.3% | 9.74% | +1012.8% |
| Q4 2019 | $2,895,000 | – | 46,776 | – | 0.88% | – |
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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% |