ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 479 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $375,814 | +13.5% | 6,493 | 0.0% | 0.28% | -2.7% |
| Q3 2022 | $331,000 | -10.5% | 6,493 | 0.0% | 0.29% | -3.3% |
| Q2 2022 | $370,000 | -14.4% | 6,493 | 0.0% | 0.30% | +3.8% |
| Q1 2022 | $432,000 | -76.2% | 6,493 | -74.6% | 0.29% | -76.4% |
| Q4 2021 | $1,816,000 | -0.1% | 25,595 | 0.0% | 1.24% | -14.3% |
| Q3 2021 | $1,817,000 | +29.8% | 25,595 | +34.0% | 1.44% | +35.9% |
| Q2 2021 | $1,400,000 | +4.3% | 19,102 | 0.0% | 1.06% | -1.8% |
| Q1 2021 | $1,342,000 | – | 19,102 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 579,715 | $42,644,000 | 25.72% |
| Acorns Advisers, LLC | 15,847,773 | $1,161,642,000 | 22.88% |
| Newman & Schimel, LLC | 491,336 | $36,015,000 | 22.63% |
| AlphaCore Capital LLC | 568,957 | $41,705,000 | 22.28% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 6,223,000 | $456,144,000 | 20.42% |
| Brightworth | 2,614,725 | $191,659,000 | 16.38% |
| KEMPER Corp | 1,213,087 | $88,919,000 | 14.95% |
| Hardy Reed LLC | 1,083,219 | $79,400,000 | 14.12% |
| AAF Wealth Management, LLC | 232,400 | $17,041,000 | 13.15% |
| ESL Trust Services, LLC | 596,495 | $43,723,000 | 13.01% |