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 | $6,959 | -86.3% | 116 | -85.7% | 0.00% | -90.0% |
| Q2 2023 | $50,828 | +19.8% | 812 | +18.5% | 0.01% | +11.1% |
| Q1 2023 | $42,428 | +7.0% | 685 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $39,640 | +13.3% | 685 | +0.9% | 0.01% | -10.0% |
| Q3 2022 | $35,000 | -10.3% | 679 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | -11.4% | 679 | +1.6% | 0.01% | -50.0% |
| Q1 2022 | $44,000 | -6.4% | 668 | +0.1% | 0.02% | +53.8% |
| Q4 2021 | $47,000 | 0.0% | 667 | +1.8% | 0.01% | -18.8% |
| Q3 2021 | $47,000 | -2.1% | 655 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $48,000 | +4.3% | 655 | -0.6% | 0.02% | -15.0% |
| Q1 2021 | $46,000 | +4.5% | 659 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $44,000 | +15.8% | 659 | +1.1% | 0.02% | 0.0% |
| Q3 2020 | $38,000 | +5.6% | 652 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $36,000 | -7.7% | 652 | -22.0% | 0.02% | -20.0% |
| Q1 2020 | $39,000 | -25.0% | 836 | 0.0% | 0.02% | -7.4% |
| Q4 2019 | $52,000 | +8.3% | 836 | +1.6% | 0.03% | +3.8% |
| Q3 2019 | $48,000 | +14.3% | 823 | +15.9% | 0.03% | +13.0% |
| Q2 2019 | $42,000 | +20.0% | 710 | +17.0% | 0.02% | +21.1% |
| Q1 2019 | $35,000 | +20.7% | 607 | +11.2% | 0.02% | +5.6% |
| Q4 2018 | $29,000 | +81.2% | 546 | +104.5% | 0.02% | +100.0% |
| Q3 2018 | $16,000 | +1500.0% | 267 | +2327.3% | 0.01% | +800.0% |
| Q2 2018 | $1,000 | – | 11 | – | 0.00% | – |
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% |