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 | $160,123 | -1.6% | 2,669,168 | +2.7% | 8.31% | +2.4% |
| Q2 2023 | $162,751 | -0.8% | 2,599,028 | -1.9% | 8.12% | +1.7% |
| Q1 2023 | $164,076 | +52153.5% | 2,648,531 | +42742.6% | 7.99% | +39830.0% |
| Q4 2022 | $314 | -99.9% | 6,182 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $314,000 | -84.0% | 6,182 | -82.0% | 0.02% | -81.8% |
| Q2 2022 | $1,958,000 | +513.8% | 34,333 | +615.4% | 0.11% | +587.5% |
| Q1 2022 | $319,000 | +6.0% | 4,799 | +13.1% | 0.02% | +6.7% |
| Q4 2021 | $301,000 | +7.9% | 4,245 | +7.9% | 0.02% | -6.2% |
| Q3 2021 | $279,000 | -2.8% | 3,935 | +0.3% | 0.02% | -11.1% |
| Q2 2021 | $287,000 | +15.7% | 3,923 | +10.8% | 0.02% | +5.9% |
| Q1 2021 | $248,000 | -3.1% | 3,542 | -7.3% | 0.02% | -10.5% |
| Q4 2020 | $256,000 | +26.7% | 3,822 | +10.0% | 0.02% | +11.8% |
| Q3 2020 | $202,000 | -74.2% | 3,476 | -72.5% | 0.02% | -75.7% |
| Q4 2019 | $782,000 | +14.3% | 12,645 | +6.7% | 0.07% | 0.0% |
| Q3 2019 | $684,000 | +0.7% | 11,855 | +2.4% | 0.07% | -2.8% |
| Q2 2019 | $679,000 | +1.0% | 11,580 | 0.0% | 0.07% | -5.3% |
| Q1 2019 | $672,000 | +26.3% | 11,580 | +14.3% | 0.08% | -1.3% |
| Q4 2018 | $532,000 | – | 10,131 | – | 0.08% | – |
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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% |