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 | $14,331,367 | -4.1% | 238,896 | +0.1% | 0.20% | -4.7% |
| Q2 2023 | $14,939,524 | +8.2% | 238,574 | -0.0% | 0.21% | -15.1% |
| Q1 2023 | $13,809,925 | 0.0% | 238,596 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $13,809,925 | +10.2% | 238,596 | -3.1% | 0.25% | -2.0% |
| Q3 2022 | $12,535,000 | +103.2% | 246,164 | +127.6% | 0.26% | +109.8% |
| Q2 2022 | $6,168,000 | +22.1% | 108,160 | +42.5% | 0.12% | +22.0% |
| Q1 2022 | $5,052,000 | +183.0% | 75,882 | +201.5% | 0.10% | +194.1% |
| Q4 2021 | $1,785,000 | +172.9% | 25,165 | +173.4% | 0.03% | +161.5% |
| Q3 2021 | $654,000 | -0.9% | 9,205 | +2.3% | 0.01% | -18.8% |
| Q2 2021 | $660,000 | +5.4% | 9,001 | +1.0% | 0.02% | -48.4% |
| Q1 2021 | $626,000 | +4.2% | 8,913 | -0.4% | 0.03% | -3.1% |
| Q4 2020 | $601,000 | +15.6% | 8,948 | +0.5% | 0.03% | -20.0% |
| Q3 2020 | $520,000 | +10.2% | 8,905 | +2.8% | 0.04% | -11.1% |
| Q2 2020 | $472,000 | +16.5% | 8,660 | +0.4% | 0.04% | +15.4% |
| Q1 2020 | $405,000 | – | 8,625 | – | 0.04% | – |
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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% |