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 | $1,096,483 | -5.4% | 19,104 | -1.1% | 0.45% | -6.8% |
| Q2 2023 | $1,159,215 | +1.1% | 19,312 | -0.1% | 0.48% | -0.4% |
| Q1 2023 | $1,146,230 | +4.4% | 19,336 | -2.2% | 0.48% | -4.2% |
| Q4 2022 | $1,097,617 | +40.4% | 19,779 | +22.6% | 0.51% | +28.4% |
| Q3 2022 | $782,000 | +10.9% | 16,127 | +24.9% | 0.39% | +17.6% |
| Q2 2022 | $705,000 | -6.4% | 12,917 | +8.5% | 0.34% | +12.0% |
| Q1 2022 | $753,000 | +1.1% | 11,907 | +7.1% | 0.30% | +6.0% |
| Q4 2021 | $745,000 | +2.1% | 11,115 | +1.9% | 0.28% | -3.8% |
| Q3 2021 | $730,000 | +0.7% | 10,905 | +4.6% | 0.29% | -1.0% |
| Q2 2021 | $725,000 | +9.5% | 10,428 | +4.8% | 0.30% | +2.8% |
| Q1 2021 | $662,000 | +4.1% | 9,949 | -0.2% | 0.29% | -1.4% |
| Q4 2020 | $636,000 | +22.8% | 9,967 | +0.0% | 0.29% | +5.0% |
| Q3 2020 | $518,000 | +0.2% | 9,966 | 0.0% | 0.28% | 0.0% |
| Q2 2020 | $517,000 | -9.1% | 9,966 | +2.9% | 0.28% | -4.8% |
| Q4 2019 | $569,000 | +103.2% | 9,681 | +99.7% | 0.29% | +89.6% |
| Q3 2019 | $280,000 | -6.4% | 4,848 | -5.1% | 0.15% | -6.1% |
| Q2 2019 | $299,000 | +2.7% | 5,110 | +1.9% | 0.16% | 0.0% |
| Q1 2019 | $291,000 | -40.4% | 5,016 | -48.8% | 0.16% | -43.3% |
| Q4 2018 | $488,000 | +88.4% | 9,790 | +103.9% | 0.29% | +94.0% |
| Q3 2018 | $259,000 | 0.0% | 4,802 | 0.0% | 0.15% | -3.2% |
| Q2 2018 | $259,000 | +3.2% | 4,802 | +7.9% | 0.15% | +1.3% |
| Q1 2018 | $251,000 | +4.6% | 4,451 | -6.2% | 0.15% | -9.0% |
| Q4 2016 | $240,000 | +14.3% | 4,744 | +17.9% | 0.17% | +15.2% |
| Q3 2016 | $210,000 | -7.9% | 4,025 | -6.2% | 0.14% | -23.3% |
| Q4 2014 | $228,000 | – | 4,289 | – | 0.19% | – |
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% |