ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 35 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,294,897 | +26.4% | 121,601 | +31.9% | 0.13% | +25.0% |
| Q2 2023 | $5,772,493 | -23.8% | 92,183 | -24.6% | 0.10% | -27.3% |
| Q1 2023 | $7,578,661 | -3.0% | 122,335 | -9.4% | 0.14% | -10.6% |
| Q4 2022 | $7,816,123 | +30.5% | 135,040 | +14.8% | 0.16% | +21.2% |
| Q3 2022 | $5,989,000 | +25.3% | 117,625 | +40.3% | 0.13% | +32.0% |
| Q2 2022 | $4,780,000 | +164.8% | 83,820 | +229.5% | 0.10% | +212.5% |
| Q4 2021 | $1,805,000 | -10.6% | 25,440 | -10.5% | 0.03% | -11.1% |
| Q3 2021 | $2,018,000 | +605.6% | 28,416 | +367.2% | 0.04% | +63.6% |
| Q1 2020 | $286,000 | -42.9% | 6,082 | -24.8% | 0.02% | +57.1% |
| Q4 2019 | $501,000 | +39.6% | 8,087 | +30.2% | 0.01% | +7.7% |
| Q3 2019 | $359,000 | +5.3% | 6,211 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $341,000 | -3.9% | 6,193 | +1.2% | 0.01% | -13.3% |
| Q1 2019 | $355,000 | -52.7% | 6,118 | -57.2% | 0.02% | -54.5% |
| Q4 2018 | $750,000 | -38.9% | 14,283 | -29.9% | 0.03% | -32.7% |
| Q3 2018 | $1,228,000 | +5.0% | 20,368 | +4.7% | 0.05% | -3.9% |
| Q2 2018 | $1,170,000 | +26.6% | 19,458 | +18.6% | 0.05% | -45.7% |
| Q3 2014 | $924,000 | -7.0% | 16,413 | -1.5% | 0.09% | -5.1% |
| Q2 2014 | $994,000 | +35.2% | 16,670 | +31.1% | 0.10% | +32.0% |
| Q1 2014 | $735,000 | +1.4% | 12,717 | +1.2% | 0.08% | +4.2% |
| Q4 2013 | $725,000 | – | 12,572 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |