ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 389 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $21,000 | -8.7% | 319 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 319 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 313 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 313 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +4.8% | 309 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +16.7% | 309 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -67.3% | 306 | -69.4% | 0.00% | -66.7% |
| Q2 2020 | $55,000 | +17.0% | 1,001 | +0.3% | 0.01% | 0.0% |
| Q1 2020 | $47,000 | -24.2% | 998 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $62,000 | +8.8% | 998 | +0.4% | 0.01% | +11.1% |
| Q3 2019 | $57,000 | +216.7% | 994 | +232.4% | 0.01% | +200.0% |
| Q2 2019 | $18,000 | +5.9% | 299 | +1.7% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | -61.4% | 294 | -65.2% | 0.00% | -66.7% |
| Q4 2018 | $44,000 | – | 844 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |