ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,176,535 | -2.8% | 36,282 | +1.4% | 0.07% | +14.8% |
| Q2 2023 | $2,239,769 | +46.7% | 35,768 | +45.1% | 0.06% | +52.5% |
| Q1 2023 | $1,526,622 | +75.7% | 24,643 | +64.1% | 0.04% | -66.1% |
| Q4 2022 | $868,964 | +124.0% | 15,013 | +157.3% | 0.12% | +145.8% |
| Q1 2022 | $388,000 | -18.5% | 5,834 | -13.1% | 0.05% | -34.2% |
| Q3 2021 | $476,000 | -69.5% | 6,711 | -71.1% | 0.07% | +217.4% |
| Q4 2020 | $1,559,000 | -0.1% | 23,208 | -13.2% | 0.02% | -20.7% |
| Q3 2020 | $1,561,000 | +52.3% | 26,749 | +42.3% | 0.03% | +45.0% |
| Q2 2020 | $1,025,000 | +97.9% | 18,795 | +70.6% | 0.02% | +25.0% |
| Q1 2020 | $518,000 | +93.3% | 11,018 | +154.2% | 0.02% | +100.0% |
| Q4 2019 | $268,000 | +7.2% | 4,335 | +1.7% | 0.01% | -27.3% |
| Q2 2019 | $250,000 | -27.5% | 4,263 | -28.2% | 0.01% | -47.6% |
| Q1 2019 | $345,000 | -1.1% | 5,940 | -10.8% | 0.02% | -53.3% |
| Q4 2018 | $349,000 | – | 6,660 | – | 0.04% | – |
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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% |