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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $259,395 | +8.2% | 3,995 | 0.0% | 0.01% | -10.0% |
| Q3 2023 | $239,660 | -21.6% | 3,995 | -18.1% | 0.01% | -23.1% |
| Q2 2023 | $305,523 | +14.1% | 4,879 | +12.9% | 0.01% | +8.3% |
| Q1 2023 | $267,686 | +5.2% | 4,321 | -1.8% | 0.01% | -7.7% |
| Q4 2022 | $254,556 | +12.6% | 4,398 | -0.8% | 0.01% | 0.0% |
| Q3 2022 | $226,000 | -7.4% | 4,434 | +3.5% | 0.01% | -13.3% |
| Q2 2022 | $244,000 | -14.4% | 4,282 | 0.0% | 0.02% | +15.4% |
| Q1 2022 | $285,000 | -7.2% | 4,282 | -1.0% | 0.01% | -13.3% |
| Q4 2021 | $307,000 | -0.3% | 4,327 | -0.3% | 0.02% | -37.5% |
| Q3 2021 | $308,000 | -4.6% | 4,339 | -1.6% | 0.02% | -7.7% |
| Q2 2021 | $323,000 | -1.8% | 4,410 | -5.8% | 0.03% | -21.2% |
| Q1 2021 | $329,000 | +3.1% | 4,682 | -1.5% | 0.03% | -13.2% |
| Q4 2020 | $319,000 | +6.3% | 4,751 | -7.5% | 0.04% | -13.6% |
| Q3 2020 | $300,000 | -2.3% | 5,137 | -8.7% | 0.04% | -8.3% |
| Q2 2020 | $307,000 | -29.1% | 5,626 | -38.9% | 0.05% | -34.2% |
| Q1 2020 | $433,000 | -87.2% | 9,206 | -83.2% | 0.07% | -87.4% |
| Q4 2019 | $3,396,000 | +6.4% | 54,865 | -0.7% | 0.58% | +0.5% |
| Q3 2019 | $3,191,000 | -8.3% | 55,252 | -6.8% | 0.58% | -7.5% |
| Q2 2019 | $3,478,000 | +8.5% | 59,311 | +7.4% | 0.62% | +3.3% |
| Q1 2019 | $3,206,000 | +10.7% | 55,218 | +0.2% | 0.60% | +2.9% |
| Q4 2018 | $2,896,000 | +433.3% | 55,124 | +512.4% | 0.59% | +393.3% |
| Q3 2018 | $543,000 | -2.9% | 9,002 | -1.9% | 0.12% | -17.4% |
| Q3 2017 | $559,000 | +5.9% | 9,175 | -0.4% | 0.14% | +1.4% |
| Q2 2017 | $528,000 | +2.5% | 9,211 | -2.1% | 0.14% | -4.7% |
| Q1 2017 | $515,000 | +1.4% | 9,411 | -6.5% | 0.15% | -2.0% |
| Q4 2016 | $508,000 | -4.2% | 10,060 | -0.8% | 0.15% | -10.6% |
| Q3 2016 | $530,000 | +3.9% | 10,145 | -2.6% | 0.17% | -2.9% |
| Q2 2016 | $510,000 | +20.0% | 10,416 | +20.1% | 0.18% | +15.1% |
| Q1 2016 | $425,000 | – | 8,674 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |