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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,123,000 | -13.4% | 16,874 | -7.7% | 1.22% | +40.0% |
| Q4 2021 | $1,297,000 | -3.8% | 18,284 | -3.7% | 0.87% | +4.5% |
| Q3 2021 | $1,348,000 | +79.5% | 18,993 | +85.5% | 0.83% | -42.2% |
| Q2 2021 | $751,000 | -24.7% | 10,241 | -27.8% | 1.44% | +92.9% |
| Q1 2021 | $997,000 | +16.7% | 14,186 | +11.6% | 0.74% | +13.1% |
| Q4 2020 | $854,000 | +209.4% | 12,712 | +168.4% | 0.66% | +92.7% |
| Q3 2020 | $276,000 | +9.5% | 4,736 | +2.6% | 0.34% | +19.6% |
| Q2 2020 | $252,000 | – | 4,618 | – | 0.29% | – |
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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% |