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 | $5,340,509 | +3.8% | 89,023 | +8.3% | 0.08% | +2.5% |
| Q2 2023 | $5,146,201 | +160.7% | 82,181 | +157.9% | 0.08% | +145.5% |
| Q1 2023 | $1,974,059 | -42.7% | 31,865 | -46.4% | 0.03% | -46.8% |
| Q4 2022 | $3,443,437 | +60.2% | 59,493 | +40.9% | 0.06% | +8.8% |
| Q3 2022 | $2,150,000 | -37.3% | 42,224 | -29.7% | 0.06% | -26.9% |
| Q2 2022 | $3,427,000 | -38.7% | 60,085 | -28.4% | 0.08% | -30.4% |
| Q1 2022 | $5,590,000 | -19.6% | 83,958 | -14.3% | 0.11% | -20.6% |
| Q4 2021 | $6,953,000 | -20.7% | 98,007 | -20.6% | 0.14% | -17.5% |
| Q3 2021 | $8,766,000 | +7.8% | 123,464 | +11.2% | 0.17% | -11.4% |
| Q2 2021 | $8,135,000 | -0.9% | 110,989 | -4.9% | 0.19% | -14.6% |
| Q1 2021 | $8,206,000 | +8.7% | 116,757 | +4.0% | 0.23% | -6.6% |
| Q4 2020 | $7,546,000 | +19.7% | 112,305 | +3.9% | 0.24% | +2.1% |
| Q3 2020 | $6,303,000 | +3.1% | 108,044 | -3.7% | 0.24% | -9.2% |
| Q2 2020 | $6,115,000 | +18.9% | 112,169 | +2.5% | 0.26% | -5.4% |
| Q1 2020 | $5,145,000 | -27.3% | 109,447 | -4.3% | 0.28% | -8.6% |
| Q4 2019 | $7,076,000 | +4.4% | 114,326 | -2.6% | 0.30% | +1.0% |
| Q3 2019 | $6,780,000 | -0.8% | 117,411 | +0.7% | 0.30% | -1.6% |
| Q2 2019 | $6,835,000 | +3.8% | 116,548 | +2.7% | 0.30% | -7.3% |
| Q1 2019 | $6,586,000 | +6.9% | 113,450 | -3.3% | 0.33% | -8.9% |
| Q4 2018 | $6,160,000 | -4.9% | 117,355 | +9.2% | 0.36% | +13.6% |
| Q3 2018 | $6,477,000 | +46.0% | 107,498 | +45.7% | 0.32% | +23.8% |
| Q2 2018 | $4,435,000 | +6.3% | 73,797 | +11.5% | 0.26% | +1.6% |
| Q1 2018 | $4,174,000 | +17.4% | 66,209 | +17.4% | 0.25% | +16.1% |
| Q4 2017 | $3,556,000 | +5.2% | 56,413 | +1.7% | 0.22% | +6.4% |
| Q3 2017 | $3,380,000 | +9.9% | 55,497 | +3.5% | 0.20% | +5.7% |
| Q2 2017 | $3,076,000 | +26.0% | 53,630 | +20.2% | 0.19% | +18.4% |
| Q1 2017 | $2,442,000 | +1041.1% | 44,616 | +909.2% | 0.16% | +715.0% |
| Q3 2015 | $214,000 | -77.2% | 4,421 | -74.0% | 0.02% | -75.0% |
| Q2 2015 | $938,000 | – | 17,035 | – | 0.08% | – |
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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% |