ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 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. | 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% |