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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $122,548 | +1.1% | 1,957 | 0.0% | 0.02% | -13.0% |
| Q1 2023 | $121,237 | +7.0% | 1,957 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $113,271 | +15.6% | 1,957 | +2.1% | 0.02% | +4.5% |
| Q3 2022 | $98,000 | -14.0% | 1,917 | -4.5% | 0.02% | -12.0% |
| Q2 2022 | $114,000 | -14.9% | 2,007 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $134,000 | -5.6% | 2,007 | 0.0% | 0.02% | -10.7% |
| Q4 2021 | $142,000 | 0.0% | 2,007 | 0.0% | 0.03% | -12.5% |
| Q3 2021 | $142,000 | -3.4% | 2,007 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $147,000 | +98.6% | 2,007 | +90.8% | 0.03% | +78.9% |
| Q1 2021 | $74,000 | +4.2% | 1,052 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $71,000 | +86.8% | 1,052 | +62.8% | 0.02% | +66.7% |
| Q3 2020 | $38,000 | +8.6% | 646 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $35,000 | -12.5% | 646 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $40,000 | 0.0% | 646 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $40,000 | +8.1% | 646 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $37,000 | -2.6% | 646 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | 0.0% | 646 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $38,000 | +90.0% | 646 | +67.4% | 0.02% | +77.8% |
| Q4 2018 | $20,000 | – | 386 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |