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 | $187 | -1.1% | 3,112 | +3.1% | 0.00% | 0.0% |
| Q2 2023 | $189 | -0.5% | 3,017 | -1.9% | 0.00% | 0.0% |
| Q1 2023 | $190 | +6.7% | 3,074 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $178 | -99.9% | 3,074 | +1.6% | 0.00% | 0.0% |
| Q3 2022 | $154,000 | -12.0% | 3,026 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $175,000 | -14.6% | 3,074 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $205,000 | -6.0% | 3,074 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $218,000 | 0.0% | 3,074 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $218,000 | -21.9% | 3,074 | -19.2% | 0.00% | -50.0% |
| Q2 2021 | $279,000 | -3.5% | 3,806 | -7.4% | 0.00% | 0.0% |
| Q1 2021 | $289,000 | +4.7% | 4,108 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $276,000 | +15.0% | 4,108 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $240,000 | +7.1% | 4,108 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $224,000 | – | 4,108 | – | 0.00% | – |
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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% |