ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $951,802 | -3.9% | 15,866 | +0.3% | 0.04% | -2.4% |
Q2 2023 | $990,774 | +0.8% | 15,822 | -0.3% | 0.04% | -6.7% |
Q1 2023 | $982,900 | +7.0% | 15,866 | 0.0% | 0.04% | +2.3% |
Q4 2022 | $918,325 | +223.4% | 15,866 | +219.0% | 0.04% | +109.5% |
Q2 2022 | $284,000 | -13.4% | 4,973 | +0.9% | 0.02% | +23.5% |
Q1 2022 | $328,000 | -29.6% | 4,929 | -25.0% | 0.02% | -26.1% |
Q4 2021 | $466,000 | -0.2% | 6,572 | 0.0% | 0.02% | -8.0% |
Q3 2021 | $467,000 | -3.1% | 6,572 | 0.0% | 0.02% | +31.6% |
Q2 2021 | $482,000 | +4.3% | 6,572 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $462,000 | +4.5% | 6,572 | 0.0% | 0.02% | -4.8% |
Q4 2020 | $442,000 | +15.4% | 6,572 | 0.0% | 0.02% | +16.7% |
Q3 2020 | $383,000 | +7.0% | 6,572 | 0.0% | 0.02% | -5.3% |
Q2 2020 | $358,000 | +15.9% | 6,572 | 0.0% | 0.02% | -5.0% |
Q1 2020 | $309,000 | -43.2% | 6,572 | -25.3% | 0.02% | -23.1% |
Q4 2019 | $544,000 | +7.1% | 8,799 | 0.0% | 0.03% | +8.3% |
Q3 2019 | $508,000 | -1.4% | 8,799 | +0.2% | 0.02% | -7.7% |
Q2 2019 | $515,000 | +1.0% | 8,780 | 0.0% | 0.03% | +8.3% |
Q1 2019 | $510,000 | +10.6% | 8,780 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $461,000 | -13.0% | 8,780 | 0.0% | 0.02% | -22.6% |
Q3 2018 | $530,000 | +0.4% | 8,780 | 0.0% | 0.03% | -8.8% |
Q2 2018 | $528,000 | – | 8,780 | – | 0.03% | – |
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% |