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 2022 | $166,022,000 | -7.0% | 3,260,447 | +4.2% | 17.79% | -7.0% |
| Q2 2022 | $178,480,000 | -5.7% | 3,129,575 | +10.1% | 19.13% | -0.3% |
| Q1 2022 | $189,285,000 | -3.9% | 2,842,968 | +2.4% | 19.19% | +6.4% |
| Q4 2021 | $196,998,000 | +3.9% | 2,776,970 | +4.0% | 18.04% | +5.0% |
| Q3 2021 | $189,603,000 | -1.1% | 2,670,472 | +2.1% | 17.18% | +4.9% |
| Q2 2021 | $191,659,000 | +4.9% | 2,614,725 | +0.6% | 16.38% | -2.7% |
| Q1 2021 | $182,670,000 | +8.2% | 2,599,169 | +3.5% | 16.84% | +0.6% |
| Q4 2020 | $168,766,000 | +14.6% | 2,511,777 | -0.5% | 16.73% | +2.2% |
| Q3 2020 | $147,239,000 | +10.8% | 2,523,812 | +3.6% | 16.36% | -11.4% |
| Q2 2020 | $132,857,000 | +21.1% | 2,436,841 | +4.4% | 18.47% | -3.1% |
| Q1 2020 | $109,736,000 | – | 2,334,305 | – | 19.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Professional Planning Group Inc. | 594,395 | $43,428,000 | 25.73% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9,236,100 | $655,763,000 | 24.09% |
| Acorns Advisers, LLC | 17,514,355 | $1,243,520,000 | 22.83% |
| Newman & Schimel, LLC | 477,172 | $33,879,000 | 21.18% |
| AlphaCore Capital LLC | 557,890 | $39,610,000 | 20.08% |
| Brightworth | 2,670,472 | $189,603,000 | 17.18% |
| Onyx Bridge Wealth Group LLC | 555,111 | $40,479,000 | 15.20% |
| Hardy Reed LLC | 1,144,425 | $81,254,000 | 14.44% |
| KEMPER Corp | 1,213,087 | $86,129,000 | 14.34% |
| ESL Trust Services, LLC | 637,610 | $45,270,000 | 13.80% |