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 | $210,025 | -14.9% | 3,501 | -11.1% | 0.02% | -14.3% |
Q2 2023 | $246,676 | -2.8% | 3,939 | -3.9% | 0.02% | -4.5% |
Q1 2023 | $253,852 | +2.5% | 4,098 | -4.2% | 0.02% | -8.3% |
Q4 2022 | $247,688 | -18.5% | 4,279 | -28.3% | 0.02% | -25.0% |
Q3 2022 | $304,000 | -18.1% | 5,969 | -8.2% | 0.03% | -17.9% |
Q2 2022 | $371,000 | -13.3% | 6,504 | +1.2% | 0.04% | 0.0% |
Q1 2022 | $428,000 | -6.1% | 6,429 | +0.1% | 0.04% | -2.5% |
Q4 2021 | $456,000 | -1.7% | 6,424 | -1.6% | 0.04% | -11.1% |
Q3 2021 | $464,000 | -0.4% | 6,530 | +2.7% | 0.04% | -4.3% |
Q2 2021 | $466,000 | +42.1% | 6,358 | +30.1% | 0.05% | +27.0% |
Q4 2020 | $328,000 | +27.1% | 4,887 | +17.2% | 0.04% | -19.6% |
Q4 2019 | $258,000 | +11.7% | 4,171 | +4.5% | 0.05% | +2.2% |
Q3 2019 | $231,000 | +7.9% | 3,992 | +9.5% | 0.04% | +7.1% |
Q2 2019 | $214,000 | +1546.2% | 3,645 | +1211.2% | 0.04% | +1300.0% |
Q3 2015 | $13,000 | -7.1% | 278 | +6.9% | 0.00% | -25.0% |
Q2 2015 | $14,000 | +180.0% | 260 | +173.7% | 0.00% | +300.0% |
Q1 2015 | $5,000 | -28.6% | 95 | -24.6% | 0.00% | -50.0% |
Q4 2014 | $7,000 | +40.0% | 126 | +50.0% | 0.00% | 0.0% |
Q3 2014 | $5,000 | – | 84 | – | 0.00% | – |
Download |
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% |