ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
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. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |