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 | $42,702,850 | -11.3% | 730,713 | -6.3% | 0.94% | -3.3% |
| Q2 2023 | $48,142,554 | -4.3% | 780,142 | -1.9% | 0.97% | -1.1% |
| Q1 2023 | $50,330,909 | +7.4% | 795,243 | +2.2% | 0.98% | +3.4% |
| Q4 2022 | $46,852,619 | +9.3% | 777,895 | -8.3% | 0.95% | -4.3% |
| Q3 2022 | $42,883,000 | -16.4% | 848,158 | -5.8% | 0.99% | -12.7% |
| Q2 2022 | $51,280,000 | -15.1% | 900,596 | -2.6% | 1.14% | -4.0% |
| Q1 2022 | $60,409,000 | -12.2% | 924,672 | -4.8% | 1.18% | -0.3% |
| Q4 2021 | $68,813,000 | -7.8% | 971,528 | -6.4% | 1.18% | -11.8% |
| Q3 2021 | $74,610,000 | -9.0% | 1,038,268 | -7.4% | 1.34% | -8.6% |
| Q2 2021 | $82,017,000 | +273.3% | 1,121,523 | +258.7% | 1.47% | +74.6% |
| Q1 2021 | $21,972,000 | +8.3% | 312,633 | +3.5% | 0.84% | +4.5% |
| Q4 2020 | $20,292,000 | +20.9% | 302,007 | +5.0% | 0.81% | +4.0% |
| Q3 2020 | $16,781,000 | – | 287,636 | – | 0.78% | – |
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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% |