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 | $1,193,801 | -11.3% | 19,900 | -7.4% | 0.05% | -19.7% |
| Q2 2023 | $1,346,330 | +10.9% | 21,500 | +9.7% | 0.06% | -17.6% |
| Q1 2023 | $1,214,220 | -4.2% | 19,600 | -10.5% | 0.07% | -18.7% |
| Q4 2022 | $1,267,572 | +14.2% | 21,900 | +0.5% | 0.09% | -30.0% |
| Q3 2022 | $1,110,000 | -10.3% | 21,800 | +0.5% | 0.13% | -10.3% |
| Q2 2022 | $1,238,000 | -15.1% | 21,700 | -0.9% | 0.14% | -27.9% |
| Q1 2022 | $1,458,000 | -17.4% | 21,900 | -12.0% | 0.20% | -31.2% |
| Q4 2021 | $1,766,000 | +1.1% | 24,900 | +1.2% | 0.29% | +49.7% |
| Q3 2021 | $1,747,000 | -3.5% | 24,600 | -0.4% | 0.20% | -8.0% |
| Q2 2021 | $1,811,000 | +7.8% | 24,700 | +3.3% | 0.21% | -1.4% |
| Q1 2021 | $1,680,000 | -4.9% | 23,900 | -9.1% | 0.22% | -57.3% |
| Q4 2020 | $1,767,000 | +16.5% | 26,300 | +1.2% | 0.50% | -14.4% |
| Q3 2020 | $1,517,000 | -47.6% | 26,000 | -54.5% | 0.59% | -4.7% |
| Q2 2020 | $2,895,000 | +107.4% | 57,200 | +92.6% | 0.62% | -0.3% |
| Q1 2020 | $1,396,000 | -31.9% | 29,700 | -10.3% | 0.62% | -31.7% |
| Q4 2019 | $2,049,000 | +7.2% | 33,100 | 0.0% | 0.91% | +9.9% |
| Q3 2019 | $1,912,000 | -1.5% | 33,100 | 0.0% | 0.83% | -19.9% |
| Q2 2019 | $1,941,000 | +0.1% | 33,100 | -0.9% | 1.03% | -3.0% |
| Q1 2019 | $1,940,000 | -0.2% | 33,400 | -9.7% | 1.06% | -6.5% |
| Q4 2018 | $1,944,000 | – | 37,000 | – | 1.14% | – |
Download | ||||||
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% |