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 | $265 | -4.0% | 4,411 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $276 | +1.1% | 4,411 | 0.0% | 0.04% | -8.9% |
| Q1 2023 | $273 | -16.8% | 4,411 | -22.3% | 0.04% | -21.1% |
| Q4 2022 | $328 | -99.9% | 5,674 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $289,000 | -8.0% | 5,674 | +3.1% | 0.06% | -5.1% |
| Q2 2022 | $314,000 | -14.2% | 5,504 | 0.0% | 0.06% | -3.3% |
| Q1 2022 | $366,000 | -16.4% | 5,504 | -10.8% | 0.06% | -14.1% |
| Q4 2021 | $438,000 | 0.0% | 6,169 | 0.0% | 0.07% | -9.0% |
| Q3 2021 | $438,000 | -12.9% | 6,169 | -10.1% | 0.08% | -13.3% |
| Q2 2021 | $503,000 | +4.4% | 6,860 | 0.0% | 0.09% | +2.3% |
| Q1 2021 | $482,000 | +4.6% | 6,860 | 0.0% | 0.09% | -13.7% |
| Q4 2020 | $461,000 | +15.2% | 6,860 | 0.0% | 0.10% | +2.0% |
| Q3 2020 | $400,000 | -0.2% | 6,860 | -6.8% | 0.10% | -5.7% |
| Q2 2020 | $401,000 | +21.9% | 7,364 | +5.1% | 0.11% | +2.9% |
| Q1 2020 | $329,000 | +85.9% | 7,007 | +145.6% | 0.10% | +128.9% |
| Q4 2019 | $177,000 | +7.3% | 2,853 | 0.0% | 0.04% | -2.2% |
| Q3 2019 | $165,000 | -1.2% | 2,853 | 0.0% | 0.05% | -2.1% |
| Q2 2019 | $167,000 | +0.6% | 2,853 | 0.0% | 0.05% | +4.4% |
| Q1 2019 | $166,000 | +10.7% | 2,853 | 0.0% | 0.04% | +2.3% |
| Q4 2018 | $150,000 | – | 2,853 | – | 0.04% | – |
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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% |