ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 343 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,463 | -3.7% | 4,758 | +0.5% | 0.04% | -5.3% |
| Q2 2023 | $296,412 | +3.0% | 4,733 | +1.9% | 0.04% | 0.0% |
| Q1 2023 | $287,874 | +5.9% | 4,647 | -1.1% | 0.04% | 0.0% |
| Q4 2022 | $271,855 | +14.7% | 4,697 | +0.9% | 0.04% | +2.7% |
| Q3 2022 | $237,000 | -10.6% | 4,654 | +0.2% | 0.04% | -7.5% |
| Q2 2022 | $265,000 | -15.9% | 4,643 | -1.9% | 0.04% | -4.8% |
| Q1 2022 | $315,000 | +208.8% | 4,735 | +229.5% | 0.04% | +223.1% |
| Q4 2021 | $102,000 | +4.1% | 1,437 | +3.8% | 0.01% | 0.0% |
| Q3 2021 | $98,000 | +6.5% | 1,384 | +10.7% | 0.01% | 0.0% |
| Q2 2021 | $92,000 | +7.0% | 1,250 | -2.6% | 0.01% | 0.0% |
| Q4 2020 | $86,000 | +16.2% | 1,283 | +1.0% | 0.01% | +8.3% |
| Q3 2020 | $74,000 | +7.2% | 1,270 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $69,000 | +19.0% | 1,262 | +3.0% | 0.01% | -7.7% |
| Q1 2020 | $58,000 | -13.4% | 1,225 | +13.8% | 0.01% | -31.6% |
| Q4 2019 | $67,000 | +9.8% | 1,076 | +1.4% | 0.02% | +5.6% |
| Q3 2019 | $61,000 | -36.5% | 1,061 | -35.1% | 0.02% | -43.8% |
| Q2 2019 | $96,000 | – | 1,634 | – | 0.03% | – |
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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% |