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 | $569,860 | -4.2% | 9,499 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $594,843 | +1.2% | 9,499 | +0.1% | 0.02% | -4.3% |
| Q1 2023 | $588,047 | +7.0% | 9,492 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $549,414 | +13.8% | 9,492 | +0.0% | 0.02% | +4.3% |
| Q3 2022 | $483,000 | -10.7% | 9,489 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $541,000 | -11.3% | 9,489 | +3.6% | 0.02% | +9.1% |
| Q1 2022 | $610,000 | -4.8% | 9,156 | +1.3% | 0.02% | +4.8% |
| Q4 2021 | $641,000 | 0.0% | 9,037 | +0.1% | 0.02% | -12.5% |
| Q3 2021 | $641,000 | +14.3% | 9,029 | +18.0% | 0.02% | +14.3% |
| Q2 2021 | $561,000 | +153.8% | 7,654 | +143.1% | 0.02% | +133.3% |
| Q1 2021 | $221,000 | +4.2% | 3,149 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $212,000 | -53.8% | 3,149 | -60.0% | 0.01% | -56.5% |
| Q3 2020 | $459,000 | +7.0% | 7,865 | 0.0% | 0.02% | -8.0% |
| Q2 2020 | $429,000 | -16.4% | 7,865 | -28.0% | 0.02% | -30.6% |
| Q1 2020 | $513,000 | -28.4% | 10,922 | -5.6% | 0.04% | -12.2% |
| Q4 2019 | $716,000 | +7.2% | 11,575 | +0.1% | 0.04% | -4.7% |
| Q3 2019 | $668,000 | -1.5% | 11,569 | 0.0% | 0.04% | -2.3% |
| Q2 2019 | $678,000 | – | 11,569 | – | 0.04% | – |
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% |