ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,783 | -27.9% | 9,931 | -24.8% | 0.12% | -23.6% |
| Q2 2023 | $826,900 | -1.9% | 13,205 | -2.9% | 0.16% | -5.3% |
| Q1 2023 | $842,853 | +5.9% | 13,605 | -1.0% | 0.17% | -2.3% |
| Q4 2022 | $795,582 | +64.7% | 13,745 | +62.1% | 0.17% | +51.3% |
| Q3 2022 | $483,000 | -32.0% | 8,478 | -31.9% | 0.12% | -27.7% |
| Q2 2022 | $710,000 | +37.9% | 12,454 | +61.0% | 0.16% | +51.4% |
| Q1 2022 | $515,000 | -2.8% | 7,735 | +3.5% | 0.10% | +15.4% |
| Q4 2021 | $530,000 | +23.8% | 7,477 | +24.0% | 0.09% | +16.7% |
| Q3 2021 | $428,000 | +7.3% | 6,030 | +10.9% | 0.08% | +9.9% |
| Q2 2021 | $399,000 | +8.7% | 5,438 | +4.1% | 0.07% | -1.4% |
| Q1 2021 | $367,000 | +9.2% | 5,225 | +4.4% | 0.07% | +2.9% |
| Q4 2020 | $336,000 | +32.3% | 5,007 | +14.8% | 0.07% | +12.9% |
| Q3 2020 | $254,000 | – | 4,362 | – | 0.06% | – |
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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% |