ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,938,088 | +8.5% | 1,149,160 | +13.3% | 0.59% | +9.6% |
| Q2 2023 | $63,533,121 | +1.1% | 1,014,582 | +0.0% | 0.54% | -14.6% |
| Q1 2023 | $62,834,632 | +6.0% | 1,014,280 | -1.0% | 0.63% | -4.0% |
| Q4 2022 | $59,302,749 | +99.6% | 1,024,581 | +75.6% | 0.66% | +75.2% |
| Q3 2022 | $29,710,000 | -3.0% | 583,473 | +8.6% | 0.38% | -10.5% |
| Q2 2022 | $30,629,000 | -29.0% | 537,066 | -17.1% | 0.42% | -23.8% |
| Q1 2022 | $43,150,000 | +36.8% | 648,089 | +45.7% | 0.55% | +23.0% |
| Q4 2021 | $31,551,000 | +5.9% | 444,754 | +6.0% | 0.45% | -10.1% |
| Q3 2021 | $29,801,000 | -1.5% | 419,730 | +1.7% | 0.50% | -11.1% |
| Q2 2021 | $30,249,000 | +8.2% | 412,669 | +3.7% | 0.56% | -2.6% |
| Q1 2021 | $27,965,000 | +16.2% | 397,915 | +11.1% | 0.57% | -9.0% |
| Q4 2020 | $24,067,000 | +134.1% | 358,196 | +103.3% | 0.63% | +103.5% |
| Q3 2020 | $10,281,000 | +15.3% | 176,232 | +7.8% | 0.31% | +12.7% |
| Q2 2020 | $8,917,000 | +25.0% | 163,556 | +7.8% | 0.28% | +16.0% |
| Q1 2020 | $7,133,000 | -16.9% | 151,739 | +9.5% | 0.24% | -21.3% |
| Q4 2019 | $8,579,000 | +7.0% | 138,602 | -0.1% | 0.30% | -1.6% |
| Q3 2019 | $8,015,000 | -1.5% | 138,764 | -0.0% | 0.31% | -3.8% |
| Q2 2019 | $8,140,000 | -13.7% | 138,807 | -14.6% | 0.32% | -22.2% |
| Q1 2019 | $9,436,000 | +12.5% | 162,502 | +1.7% | 0.41% | -1.2% |
| Q4 2018 | $8,390,000 | -5.4% | 159,709 | +8.6% | 0.41% | +3.0% |
| Q3 2018 | $8,873,000 | +1.0% | 147,119 | +0.7% | 0.40% | -4.3% |
| Q2 2018 | $8,785,000 | +135.8% | 146,098 | +147.2% | 0.42% | +46.3% |
| Q1 2018 | $3,726,000 | -7.7% | 59,107 | -7.7% | 0.29% | -8.9% |
| Q4 2017 | $4,038,000 | -0.0% | 64,020 | -3.4% | 0.32% | -5.4% |
| Q3 2017 | $4,040,000 | +1.8% | 66,253 | -4.3% | 0.33% | -5.1% |
| Q2 2017 | $3,970,000 | -5.4% | 69,217 | -9.7% | 0.35% | -11.1% |
| Q1 2017 | $4,198,000 | -5.7% | 76,683 | -13.1% | 0.40% | -12.4% |
| Q4 2016 | $4,454,000 | -13.7% | 88,219 | -10.8% | 0.45% | -16.9% |
| Q3 2016 | $5,163,000 | -4.7% | 98,877 | -10.6% | 0.54% | -10.5% |
| Q2 2016 | $5,416,000 | -44.7% | 110,615 | -44.2% | 0.61% | -50.4% |
| Q1 2016 | $9,794,000 | -32.2% | 198,092 | -32.1% | 1.22% | -53.0% |
| Q4 2015 | $14,435,000 | +312.0% | 291,732 | +306.6% | 2.61% | +109.1% |
| Q3 2015 | $3,504,000 | +27.6% | 71,748 | +44.0% | 1.25% | +27.2% |
| Q2 2015 | $2,746,000 | +21.7% | 49,828 | +22.3% | 0.98% | +16.8% |
| Q1 2015 | $2,256,000 | +52.8% | 40,726 | +46.9% | 0.84% | +50.4% |
| Q4 2014 | $1,476,000 | +176.4% | 27,716 | +188.1% | 0.56% | +168.3% |
| Q3 2014 | $534,000 | – | 9,620 | – | 0.21% | – |
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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% |