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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $103,000 | -14.9% | 1,810 | 0.0% | 0.08% | -3.8% |
| Q1 2022 | $121,000 | -5.5% | 1,810 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $128,000 | -0.8% | 1,810 | 0.0% | 0.08% | -9.1% |
| Q3 2021 | $129,000 | -3.0% | 1,810 | 0.0% | 0.09% | -5.4% |
| Q2 2021 | $133,000 | -11.3% | 1,810 | -15.2% | 0.09% | -14.7% |
| Q1 2021 | $150,000 | +4.9% | 2,135 | 0.0% | 0.11% | -3.5% |
| Q4 2020 | $143,000 | +14.4% | 2,135 | 0.0% | 0.11% | +3.7% |
| Q3 2020 | $125,000 | +7.8% | 2,135 | 0.0% | 0.11% | +1.9% |
| Q2 2020 | $116,000 | +16.0% | 2,135 | 0.0% | 0.11% | -3.6% |
| Q1 2020 | $100,000 | -27.0% | 2,135 | -3.6% | 0.11% | -9.0% |
| Q4 2019 | $137,000 | +7.0% | 2,215 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $128,000 | -1.5% | 2,215 | 0.0% | 0.12% | -3.9% |
| Q2 2019 | $130,000 | 0.0% | 2,215 | -0.9% | 0.13% | -3.1% |
| Q1 2019 | $130,000 | +1.6% | 2,235 | -8.2% | 0.13% | -10.3% |
| Q4 2018 | $128,000 | – | 2,435 | – | 0.15% | – |
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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% |