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 | $15,477,395 | -1.6% | 257,999 | +4.0% | 0.14% | +0.7% |
| Q2 2023 | $15,731,622 | +15.5% | 247,968 | +12.8% | 0.14% | +5.4% |
| Q1 2023 | $13,617,158 | +127.9% | 219,808 | -6.9% | 0.13% | -56.8% |
| Q4 2022 | $5,975,403 | -55.3% | 236,171 | -10.0% | 0.30% | +95.5% |
| Q3 2022 | $13,369,000 | -8.5% | 262,548 | +2.5% | 0.15% | +18.5% |
| Q2 2022 | $14,603,000 | -3.2% | 256,069 | +13.0% | 0.13% | +12.1% |
| Q1 2022 | $15,091,000 | -20.0% | 226,657 | -14.7% | 0.12% | -17.7% |
| Q4 2021 | $18,858,000 | +8.2% | 265,832 | +8.3% | 0.14% | +27.0% |
| Q3 2021 | $17,430,000 | +16.8% | 245,485 | +20.6% | 0.11% | -14.6% |
| Q2 2021 | $14,921,000 | +9.8% | 203,564 | +5.3% | 0.13% | 0.0% |
| Q1 2021 | $13,589,000 | +12.7% | 193,363 | +7.8% | 0.13% | +3.2% |
| Q4 2020 | $12,055,000 | +11.9% | 179,420 | -2.8% | 0.13% | -10.0% |
| Q3 2020 | $10,772,000 | +0.8% | 184,633 | -5.8% | 0.14% | -5.4% |
| Q2 2020 | $10,682,000 | +6.2% | 195,937 | -8.4% | 0.15% | -20.0% |
| Q1 2020 | $10,061,000 | -38.1% | 214,011 | -18.5% | 0.18% | -26.9% |
| Q4 2019 | $16,249,000 | +8.8% | 262,499 | +1.5% | 0.25% | +9.1% |
| Q3 2019 | $14,937,000 | -2.6% | 258,604 | -1.2% | 0.23% | -16.2% |
| Q2 2019 | $15,343,000 | +4.9% | 261,655 | +3.9% | 0.28% | -3.8% |
| Q1 2019 | $14,620,000 | +30.0% | 251,768 | +17.6% | 0.29% | +6.3% |
| Q4 2018 | $11,248,000 | +7.6% | 214,134 | +23.5% | 0.27% | +26.6% |
| Q3 2018 | $10,456,000 | +211.4% | 173,375 | +207.0% | 0.21% | +289.1% |
| Q2 2018 | $3,358,000 | -58.7% | 56,481 | -56.3% | 0.06% | -82.7% |
| Q1 2018 | $8,139,000 | +122.9% | 129,107 | +130.1% | 0.32% | +106.5% |
| Q4 2017 | $3,651,000 | -61.2% | 56,117 | -63.6% | 0.15% | -33.9% |
| Q3 2017 | $9,416,000 | +23.3% | 153,959 | +15.6% | 0.23% | +12.6% |
| Q2 2017 | $7,636,000 | +51.1% | 133,212 | +44.0% | 0.21% | +46.8% |
| Q1 2017 | $5,053,000 | +77.2% | 92,535 | +68.8% | 0.14% | +51.6% |
| Q4 2016 | $2,852,000 | +25.6% | 54,822 | +25.6% | 0.09% | 0.0% |
| Q3 2016 | $2,270,000 | +19.6% | 43,650 | +10.7% | 0.09% | +20.8% |
| Q2 2016 | $1,898,000 | +15.2% | 39,435 | +18.4% | 0.08% | -3.8% |
| Q1 2016 | $1,647,000 | +60.8% | 33,305 | +60.9% | 0.08% | +63.3% |
| Q4 2015 | $1,024,000 | +44.4% | 20,701 | +42.5% | 0.05% | +25.6% |
| Q3 2015 | $709,000 | +14.9% | 14,529 | +29.8% | 0.04% | +34.5% |
| Q2 2015 | $617,000 | +466.1% | 11,192 | +475.7% | 0.03% | +262.5% |
| Q3 2014 | $109,000 | – | 1,944 | – | 0.01% | – |
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% |