ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,836,166 | +3.4% | 30,608 | +7.9% | 0.68% | +6.3% |
| Q2 2023 | $1,775,769 | +23.3% | 28,358 | +22.0% | 0.64% | +16.9% |
| Q1 2023 | $1,439,855 | +8.6% | 23,242 | +1.5% | 0.54% | -2.2% |
| Q4 2022 | $1,325,465 | +17.7% | 22,900 | +3.5% | 0.56% | +11.8% |
| Q3 2022 | $1,126,000 | -1.4% | 22,120 | +10.4% | 0.50% | +1.2% |
| Q2 2022 | $1,142,000 | -12.4% | 20,033 | +2.3% | 0.49% | +0.4% |
| Q1 2022 | $1,303,000 | +6.7% | 19,578 | +13.7% | 0.49% | +5.4% |
| Q4 2021 | $1,221,000 | +3.9% | 17,215 | +4.1% | 0.46% | -1.3% |
| Q3 2021 | $1,175,000 | -2.7% | 16,544 | +0.5% | 0.47% | -3.5% |
| Q2 2021 | $1,207,000 | -27.3% | 16,463 | -30.3% | 0.49% | -33.7% |
| Q1 2021 | $1,661,000 | +5.4% | 23,636 | +0.7% | 0.74% | +1.5% |
| Q4 2020 | $1,576,000 | +17.2% | 23,463 | +1.8% | 0.72% | +3.1% |
| Q3 2020 | $1,345,000 | +3.3% | 23,051 | -3.5% | 0.70% | -1.1% |
| Q2 2020 | $1,302,000 | -44.5% | 23,879 | -52.1% | 0.71% | -52.5% |
| Q1 2020 | $2,345,000 | -29.7% | 49,885 | -7.4% | 1.50% | -14.9% |
| Q4 2019 | $3,335,000 | +5.9% | 53,882 | -1.1% | 1.76% | -2.5% |
| Q3 2019 | $3,148,000 | -0.6% | 54,498 | +1.0% | 1.80% | +7.1% |
| Q2 2019 | $3,166,000 | +1.3% | 53,982 | +0.3% | 1.69% | -10.7% |
| Q1 2019 | $3,125,000 | -17.0% | 53,806 | -25.0% | 1.89% | -25.0% |
| Q4 2018 | $3,767,000 | +66.8% | 71,715 | +91.4% | 2.52% | +83.4% |
| Q3 2018 | $2,259,000 | +2.5% | 37,462 | +2.2% | 1.37% | -3.4% |
| Q2 2018 | $2,203,000 | -1.3% | 36,645 | +3.5% | 1.42% | -3.7% |
| Q1 2018 | $2,232,000 | -1.6% | 35,407 | -1.6% | 1.48% | -3.2% |
| Q4 2017 | $2,269,000 | +7.4% | 35,965 | +3.8% | 1.52% | +1.6% |
| Q3 2017 | $2,113,000 | +8.1% | 34,645 | +1.7% | 1.50% | +6.9% |
| Q2 2017 | $1,955,000 | +18.2% | 34,078 | +12.8% | 1.40% | +14.8% |
| Q1 2017 | $1,654,000 | +11.4% | 30,203 | +2.7% | 1.22% | +4.7% |
| Q4 2016 | $1,485,000 | +65.2% | 29,416 | +298.1% | 1.17% | +63.1% |
| Q3 2016 | $899,000 | +2.6% | 7,389 | -1.7% | 0.72% | -6.8% |
| Q2 2016 | $876,000 | -59.6% | 7,516 | -82.9% | 0.77% | -58.7% |
| Q1 2016 | $2,170,000 | +0.2% | 43,882 | +0.2% | 1.86% | -2.6% |
| Q4 2015 | $2,166,000 | +1.9% | 43,775 | +0.6% | 1.91% | -4.4% |
| Q3 2015 | $2,125,000 | -7.8% | 43,506 | +4.0% | 2.00% | -2.9% |
| Q2 2015 | $2,306,000 | -19.2% | 41,846 | -18.7% | 2.06% | -19.1% |
| Q1 2015 | $2,853,000 | +14.8% | 51,491 | +10.3% | 2.54% | +8.9% |
| Q4 2014 | $2,486,000 | – | 46,672 | – | 2.34% | – |
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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% |