ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 369 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,939 | +75.2% | 12,634 | +82.9% | 0.10% | +69.4% |
| Q2 2023 | $432,543 | +53.6% | 6,907 | +51.5% | 0.06% | +37.8% |
| Q1 2023 | $281,517 | -25.9% | 4,558 | -13.4% | 0.04% | -33.8% |
| Q3 2021 | $380,000 | 0.0% | 5,265 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $380,000 | -4.5% | 5,265 | -27.9% | 0.07% | -50.4% |
| Q2 2020 | $398,000 | -12.3% | 7,303 | -24.4% | 0.14% | +621.1% |
| Q1 2020 | $454,000 | -15.5% | 9,665 | +11.5% | 0.02% | -66.7% |
| Q4 2019 | $537,000 | -9.9% | 8,669 | -15.9% | 0.06% | -14.9% |
| Q3 2019 | $596,000 | -6.7% | 10,314 | -5.3% | 0.07% | -75.9% |
| Q2 2019 | $639,000 | -11.9% | 10,892 | -12.8% | 0.28% | -23.2% |
| Q1 2019 | $725,000 | +14.5% | 12,487 | +3.6% | 0.36% | -1.9% |
| Q4 2018 | $633,000 | -11.1% | 12,055 | +2.1% | 0.37% | -3.1% |
| Q3 2018 | $712,000 | +5.0% | 11,807 | +4.7% | 0.38% | -6.2% |
| Q2 2018 | $678,000 | +21.3% | 11,277 | +27.1% | 0.41% | -20.5% |
| Q1 2018 | $559,000 | – | 8,872 | – | 0.51% | – |
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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% |