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 | $2,635,520 | +7.8% | 43,933 | +12.6% | 0.12% | -1.6% |
| Q2 2023 | $2,444,340 | +499.1% | 39,034 | +537.3% | 0.13% | +353.6% |
| Q1 2022 | $408,000 | -57.8% | 6,125 | -55.0% | 0.03% | -59.4% |
| Q4 2021 | $967,000 | +10.8% | 13,625 | +10.8% | 0.07% | +4.5% |
| Q3 2021 | $873,000 | +23.5% | 12,297 | +27.4% | 0.07% | +17.9% |
| Q2 2021 | $707,000 | +235.1% | 9,652 | +222.1% | 0.06% | +180.0% |
| Q1 2021 | $211,000 | -28.5% | 2,997 | -38.6% | 0.02% | -67.2% |
| Q3 2018 | $295,000 | -74.5% | 4,885 | -74.6% | 0.06% | -76.7% |
| Q2 2018 | $1,157,000 | +0.9% | 19,247 | +5.8% | 0.26% | -10.9% |
| Q1 2018 | $1,147,000 | +98.4% | 18,187 | +98.6% | 0.29% | +55.6% |
| Q4 2017 | $578,000 | +15.8% | 9,157 | +12.0% | 0.19% | -4.1% |
| Q3 2017 | $499,000 | +14.4% | 8,179 | +7.6% | 0.20% | +16.6% |
| Q2 2017 | $436,000 | +79.4% | 7,599 | +71.3% | 0.17% | +77.9% |
| Q1 2017 | $243,000 | – | 4,435 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |