ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 364 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,482 | +10.4% | 1,825 | +6.5% | 0.02% | 0.0% |
| Q2 2023 | $99,149 | 0.0% | 1,713 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $99,149 | +0.0% | 1,713 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $99,148 | +11.4% | 1,713 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $89,000 | -9.2% | 1,713 | 0.0% | 0.02% | -8.0% |
| Q2 2022 | $98,000 | -69.2% | 1,713 | -64.1% | 0.02% | -65.8% |
| Q1 2022 | $318,000 | +7.1% | 4,768 | +14.0% | 0.07% | +2.8% |
| Q4 2021 | $297,000 | +412.1% | 4,182 | +413.8% | 0.07% | +373.3% |
| Q3 2021 | $58,000 | -3.3% | 814 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $60,000 | +5.3% | 814 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $57,000 | +612.5% | 814 | +614.0% | 0.02% | +433.3% |
| Q4 2020 | $8,000 | +60.0% | 114 | +23.9% | 0.00% | +50.0% |
| Q2 2020 | $5,000 | -58.3% | 92 | -63.8% | 0.00% | -66.7% |
| Q1 2020 | $12,000 | -77.8% | 254 | -71.0% | 0.01% | -72.7% |
| Q4 2019 | $54,000 | +5.9% | 875 | 0.0% | 0.02% | +29.4% |
| Q3 2019 | $51,000 | 0.0% | 875 | 0.0% | 0.02% | -15.0% |
| Q2 2019 | $51,000 | 0.0% | 875 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $51,000 | +292.3% | 875 | +244.5% | 0.02% | +250.0% |
| Q4 2018 | $13,000 | – | 254 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 705,088 | $42,298,703 | 26.20% |
| Acorns Advisers, LLC | 26,624,296 | $1,597,191 | 21.96% |
| AMICA MUTUAL INSURANCE CO | 2,748,499 | $164,855 | 19.39% |
| Tiller Private Wealth, Inc. | 452,551 | $27,148,534 | 14.76% |
| Hardy Reed LLC | 1,342,542 | $80,539,115 | 14.60% |
| CAHABA WEALTH MANAGEMENT, INC. | 1,497,541 | $89,837,512 | 9.90% |
| Magnolia Wealth Management, LLC | 176,787 | $10,605,452 | 9.87% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 2,867,965 | $172,049,222 | 9.66% |
| Astoria Strategic Wealth, Inc. | 425,801 | $25,543,802 | 9.61% |
| Johnson Financial Group, Inc. | 2,246,348 | $134,758,384 | 9.36% |