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 | $153,635 | -6.6% | 2,561 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $164,545 | +1.9% | 2,561 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $161,420 | +8.9% | 2,561 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $148,231 | -14.8% | 2,561 | -25.0% | 0.02% | -32.1% |
| Q3 2022 | $174,000 | -72.0% | 3,415 | -68.7% | 0.03% | -69.6% |
| Q2 2022 | $622,000 | -3.4% | 10,901 | +12.8% | 0.09% | +10.8% |
| Q1 2022 | $644,000 | +1.4% | 9,668 | +7.9% | 0.08% | 0.0% |
| Q4 2021 | $635,000 | -0.2% | 8,956 | 0.0% | 0.08% | -2.4% |
| Q3 2021 | $636,000 | -3.0% | 8,956 | 0.0% | 0.08% | -6.6% |
| Q2 2021 | $656,000 | +4.3% | 8,956 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $629,000 | +9.4% | 8,956 | +4.7% | 0.09% | -1.1% |
| Q4 2020 | $575,000 | +15.2% | 8,556 | 0.0% | 0.09% | +27.8% |
| Q3 2020 | $499,000 | – | 8,556 | – | 0.07% | – |
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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% |