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 | $346,082 | -0.3% | 5,769 | +4.1% | 0.05% | +6.1% |
| Q2 2023 | $347,040 | +1.1% | 5,542 | 0.0% | 0.05% | -7.5% |
| Q1 2023 | $343,327 | +106855.5% | 5,542 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $321 | -99.9% | 5,542 | 0.0% | 0.05% | -3.6% |
| Q3 2022 | $282,000 | -0.7% | 5,542 | +11.4% | 0.06% | +3.8% |
| Q2 2022 | $284,000 | -14.2% | 4,973 | 0.0% | 0.05% | -20.9% |
| Q1 2022 | $331,000 | -6.2% | 4,973 | 0.0% | 0.07% | -8.2% |
| Q4 2021 | $353,000 | 0.0% | 4,973 | 0.0% | 0.07% | -6.4% |
| Q3 2021 | $353,000 | -3.3% | 4,973 | 0.0% | 0.08% | -10.3% |
| Q2 2021 | $365,000 | +4.3% | 4,973 | 0.0% | 0.09% | -32.6% |
| Q1 2021 | $350,000 | +4.8% | 4,973 | 0.0% | 0.13% | +2.4% |
| Q4 2020 | $334,000 | +16.8% | 4,973 | +1.6% | 0.13% | +6.8% |
| Q3 2020 | $286,000 | +7.1% | 4,897 | 0.0% | 0.12% | -1.7% |
| Q2 2020 | $267,000 | – | 4,897 | – | 0.12% | – |
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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% |